Applying Patient Payments to General Store Balance
In this article, you will learn how to apply a patient payment to a General Store balance in the Billing section. From here, you will be to apply a payment to a General Store balance if there was a remaining balance from a patient.
To get started:
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- Go to Billing > Payments
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- Click on the Patient tab
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- Now click on the patient that you are needing to apply the General Store payment to.
Now that you have selected your patient, you will be taken to the General tab.
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- To apply a payment to a General Store balance, you will need to click on the Apply | Gen Store
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- Click on Apply Payment to apply the payment to the General Store order
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- Click on the order number to view the order
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- Click on All Payments in the Edit Payments column to see all General Store payments for the order
*Please Note: General Store orders must be closed/checked out to show on this screen
To apply the payment to this General Store order, click the Apply Payment text next to the order number:
This will give you a pop-up to apply and amount and add any notes. Once you have inputted the Paid amount and any notes associated with the payment, click Create.
To view the order, click on the Order # next to the patient name.
A new window will pop up with the order summary where you can delete the order, print it, download it, or email it.
If you need to see all the payments that have been posted to this order, click on the All Payments under the Edit Payments column.
You will then get a new screen that will give you payment and order details:
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- From here, you can also apply the patient payment by clicking Apply Payment
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- Click the Item Name to create a new order for this patient
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- If this order no longer applies to the patient, click Delete Order
- If this is the end of the payment you can go back to the General Tab and change the status to Closed:
