Many ways to open the Patient Payments window

To open the patient Payments window

You can open the Patient Payments window in multiple ways.

TIP: The last three methods listed below automatically display the details for the current patient, so you don't have to locate and select the patient, as the system has done this for you.

• Transactions > Take Payments...

  

  See also: Transactions menu

• If you have it configured as an option, click the icon on your workspace bar:

  

  See also: Customising the Workspace Bar

• Click the Payment button at the bottom of the Appointment Book window:

  

• From the Patient File, Patient Transactions window:
  1. Click the currency button , then
  2. Click the Payment button.

  

• From the Edit Appointment screen:
  1. Click the button and then
  2. Click the Payment button.

  

  TIP: The last three methods listed above automatically display the details for the current patient, so you don't have to locate and select the patient, as the system has done this for you.