Pre payment (no invoice)

Record a payment by a patient without creating an invoice. This can be done before a consultation or procedure and the payment can be allocated to a future invoice. If there is a claimable amount outstanding, a claim can be submitted to Medicare or a health fund.

Record a payment (deposit)

This process adds a credit to the patient's account that can be applied to an invoice at a later date. This payment can be used as a deposit / pre-payment.

To record a payment:

  1. Open the patient's record.
  2. Check the patient is set up as a payer
  3. Select Receipt from the menu.
    The Receipt Payment screen will open.
  4. Select the patient as the Payer.
  5. Select the payment method. 
  6. Use the Name field to enter deposit details, for example, the date of surgery.
  7. Select the appropriate bank account from Banklist.
  8. Enter the payment into the Amount field.
  9. Select the Tab key and the Add button will become active.
  10. Select Add.
  11. Select Allocate.
    The Allocation screen will open and display the pre-payment as an Unallocated Payment.
  12. Select Cancel.
  13. Select No on the Confirm dialog. 
  14. Select Y or N to the Print a receipt dialog, as required.
    The deposit has now been made. To view it, open Acc Enquiry and see the amount next to Account Payer Credits.

Allocate the deposit 

At a later date, the deposit can be allocated to a new invoice.

To allocate the deposit:

  1. Create an invoice as you normally would.
  2. Enter the item numbers and select a Hospital in Properties as required.
  3. Select Quick Pay.The Quick Pay screen will open.
  4. Select Credits for the payment type.
  5. Select Ok to the Warning dialog.
    Any Account Payer Credits (deposits) will be added to the Amount field. 
  6. Change the Amount field if required.
  7. Type any relevant notes in the Detail field.
  8. Select Add.
    The value in the Amount field will be deducted from the Amount Due.
  9. If there is an outstanding balance to be claimed, select ECLIPSE or record an additional payment and select MA Online.
  10. Complete the billing as you normally would.