EXACT automatically does the following with an online booking by a patient:
Patient File:
EXACT creates a patient file for any New online patients.
Appointment:
Online Bookings appear in the appropriate place in the appointment book, where practitioners can open them to see all booking details, and online bookings also appear in the Online Bookings tab in the Appointment Book:
Patient Transaction:
Practitioners can open the patient file's Patient Transaction details to view payments, including the Authorisation IDs for online payments:
In the View Transactions window patient payments have the prefix "OLB" in the Particulars column, followed by the Authorisation ID (AuthID):
Double-click the payment to view details of the Authorisation ID in the Comment field. Double-click the payment to view details of the Authorisation ID in the Comment field. This Authorisation Code matches records in the Stripe banking software for the practice.
IMPORTANT: The amounts stated in EXACT are before service charges by the third party banking, so these amounts are not exactly the same as those going into your bank account.
Emailed Online Payment Receipt:
EXACT automatically creates an emailable payment receipt.
View the email from File > Email... : Outbox tab
NOTE: This Receipt is based on an editable Email Template: .OLB_RECEIPT_EMAIL. See Online Booking Receipt Template