Use this configuration to prompt the Receptionist to ask the patient for payment on invoiced work or any other outstanding balance, before the patient exits the premises.

• Taking payment via the workflow
• Configuring payment processing on appointment workflow
• Open Invoices explained

Taking payment via the workflow

To take payment from a payment when the Take payment option is displayed on a patient in the workflow.

1. Click on the Take Payment prompt.
2. The patients transaction window will open for you to process the payment as normal. See Processing Payments for more information on taking a payment.

Configuring payment processing on appointment workflow

1. Go to Configure - Practice Settings.
2. Under the heading Appointment Books, make sure Enable Appointment Workflow is ticked.
3. Click the Spanner button next to Enable Appointment Workflow.
   • Tick the option Process a Payment
   • Click Next
4.  The Payment Options window will open.
   • Tick ​Planned Treatment to also prompt for payment processing of planned (charted, not ticked) treatments that have not yet been invoiced
   • Tick​ Completed Treatment to also prompt for payment processing of completed (ticked but not charged) treatments that have not yet been invoiced

   • For Invoiced Treatment, select one of two options

     • The Balance payment is based simply on what the patient owes overall (this is selected by default)

     • The Open Invoice (see below) payment is based on particular invoice payments that are due, irrespective of the patient overall balance. Even if the patient balance is positive, they may still need to pay against an open invoice

   • Click Next, then Finish to save your changes

Open Invoices explained

These are often where a patient has an overall positive balance, however, they may still be required to pay against a particular open invoice.

The image below shows an example of this.