General Store - Link DOS to Cash Pay
In this article, you will learn how to link DOS to cash pay patients from within the General Store.
*Please Note: You need to have the General Store add on to use this functionality.
To get started:
- Click on the General Store section
Black Box
- Click on the Reports tab
Green Box
- Click Orders w Balance to view cash pay patients with a balance
No click on Take Payment for the patient you wish to link.
On the next screen, click on Manual Payment Entry
Next, fill in the appropriate information for the payment
Blue Box
- For the Notes section, input the DOS associated with this payment
Green Box
- When finished, click Submit
- By Clicking on the Submit button it will take you to the receipt screen that you can print and give to the patient.
- By going back to the patient's profile
- Click on their payments tab.
- You will see the DOS associated with this General Store Order.
- By Clicking on the "Quick Receipt" button you can see a receipt with the DOS notes associated with it.
Please let us know if you have any questions by emailing Heno Support at support@heno.io