Check-Out from Encounter
Receive payment directly from the encounter. To text or email a link to pay, navigate to the invoice through the Billing tab on the Patient page.
DO NOT BEGIN THIS PROCESS UNTIL ALL ORDERS ARE ENTERED.
Select INVOICE.
Verify that all items are ordered and correct and select FINALIZE.
To reopen the invoice for any reason, select RE-OPEN TO EDIT on the left side.
Once payment is received, an invoice cannot be reopened.
Apply any credits, then select CHECK-OUT.
For non-integrated payment methods, process the payment manually.
Select the appropriate payment method and fill out any required information.
For split payments, see Process a Split Payment.
Fill out any required information.
Select MARK AS PAID
For non-integrated payments, this does not charge the client but records the transaction.
For integrated payments, the client is charged, and the payment is recorded in one step.
TO TEXT/EMAIL A LINK TO MAKE A PAYMENT, NAVIGATE TO THE INVOICE FROM THE Billing TAB.
