How to use Partial Payment?

Step 1: From the main dashboard, Change the role as Prescriber and click on “Patient Tab”.

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Step 2: In the Patients Tab:

Search and select the patient’s name.

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Step 3: Select “Consults”. 

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Step 4: Click on Consult > Encounters > “Open Appointment”.

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Step 5: Select on “Patient Charge” to begin documenting the payment details for the patient.

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Note: A partial payment can only be done once you create an outstanding charge on a patient.

To create an outstanding charge, add the Balance Due amount > Notes > Save

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Step 6: After the outstanding charge (balance due) is created on the patient, go to the patient profile

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Step 7: Search the name of the Patient and Click on the "Payments" tab where you can see the list of balance dues for the patient

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Step 8: Select the outstanding balance against which you want to apply the partial charge/payment

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Step 9: Then Click on the Checkbox "Check this if this is a one-time complete payment or this is a partial payment". This will open up a section which contains the second checkbox

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Step 10: Click on the checkbox "Check if this is a partial payment for one of the balance due transactions above"

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Step 11: Fill in the other details and click on post charges. Once this is done, the balance due table will update to show the partial payment against the outstanding charge that was selected

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