To accept a deposit, highlight the patient in the Patient list or the Appointment Book, then navigate toThis will open the deposit window as below where you can fill in the deposit details.
|Date||This will default to today's date, however, can be backdated if required.|
|Provider||The provider who the deposit is accepted on behalf of.|
|Bank||The default bank account for the provider selected (as deemed in their User Preferences).|
|Amount||The monetary amount of the accepted deposit.|
|Anticipated Operation Date||The anticipated operation date if this is for a patient's procedure.|
|Payment Type||Choose from one of five different payment methods.
The EFTPOS Terminal option is relevant for users on Genie v9.3.7 or above using Patient Payments powered by Ezidebit.
After clicking OK, you can click the button to print the receipt for your deposit, or click the button to accept the deposit without printing a receipt.
Now a banking record has been created for the deposit and the patient's account balance will be credited with the deposit amount.