Payments be taken in advance of the patient having any outstanding balance owed. This tutorial will demonstrate how to create a new pre-payment credit from a patient profile, which can then be used to pay for any invoice for that patient.
Select a Patient Profile
Select a patient profile. The "Search Patient" field is always visible at the top of your Vision(X) site. Select this field to search for any patient by name:
Alternatively, users can select a patient from Today's Appointments list, or from the Patients tab directly:
From the Patient Profile Page
When viewing a patient profile, look to "Create New" bar in the upper-half of the screen. Select the "Pre-Payment" tab from the four available options:
Payment Details Menu
The Payment Details menu will open automatically. Collect the patient's payment at your point of sale system, then enter data to create a matching record of that payment in your Vision(X) site. Required fields will be highlighted in red:
When all required fields have been completed, click "Post Payment":
The Payment is Now Saved!
You will receive a message confirming that the credit has been successfully saved to the patient's profile:
The patient's payment value is now saved as a pre-payment. This credit will be visible in the "Payment Method" drop-down menu as an option to pay on any invoice:
