3rd party receipting

Process a payment made by a 3rd party for a patient. The 3rd party is often an employer or the Transport Accident Commission (TAC) and, when the invoice is paid, it needs to be receipted to the original invoice.

To receipt a 3rd party payment:

1. Locate and open the patient's record.
2. Select Acc Enquiry from the top menu.
   The Account Enquiry screen (shown below) will open and display the patient's bills. Each bill is divided into 3 parts: the invoice indicated by an I, the service indicated by an S, and the receipt indicated by an R. There is no receipt in the invoice indicated below because it was not paid. You will now need to process the payment and link its receipt to the correct invoice.
3. Select the invoice the 3rd party is paying.
4. Select Receipt.
   The Receipt Payment screen (shown below) will open.
5. Use the Payments section to select the method of payment.
   The total amount to be charged is shown next to Balance.  
6. Select Add.
   The payment details will move down to the Payments section space.
7. Select Allocate.
   The payment will be processed and the Allocation screen will open. 
8. Select the invoice the payment is for.
9. Select Fully Receipt.
   The receipt will be allocated to the bill (adding the R) as shown below.
10. Select Close to save and exit.