Collecting a Patient Payment/ Adding a Receipt

Practices can accept a patient payment and enter this into the system in many ways, including:

  1. Using the ‘Quick Pay’ window
  2. Using the ‘Credit Card Payment’ window
  3. Patients can pay online via credit card with MyMedicalLocker
  4. Patients can pay via credit card using the Intelligent Intake process
  5. Using the 'Receipts' window

Each time a payment is successfully made, a new receipt is added to the system with a status of “New”.   Once a receipt is added to the system, it will eventually follow the ‘Receipt Posting Automation Logic’ described below.