1.6.2 Printing Receipts and Walk Out Statements

It is recommended you always provide a receipt or statement for patients after each visit. This can be emailed or printed, depending on their preference.

Printing Receipts

1. Click on the Print icon in the Transactions tool bar and select Patient Receipt.
2. Confirm settings
3. Click Ok to process
   Note: You can also right click in the Transactions module and choose the Print Receipt option. A Receipt button can also be found in the Pat Pmt tab (center right).

Printing Statements

1. Click the Print  icon in the Transaction tool bar and select Patient Statement.
2. Confirm defaults
3. Click Ok to process.
   Note: You can also right click in the Transactions module and choose the Print Receipt option.
   

Email Receipts and Statements

1. Click the Print  icon in the Transaction tool bar and select Patient Receipt.
2. Choose Layout 1 in the Optional Format drop-down box
   Note: Patient Statements have no Layout options, so simply activate the Email Statement? tick box.
3. This will enable the Email Receipt? tick box. Activate the option
4. Press Ok to prompt Outlook to open.
5. Review the email template and make changes if needed before Sending