Showing/Hiding Payments from Visit Slip/Statements

*NEW FEATURE

In this article you will learn how to hide/show a payment from the visit slip and statements. This feature would typically be needed if you are wanting to show/hide what was paid for (i.e. General Store Payments or payments that had no relation to the patient appointment)

*Please note: Typically this feature should always be on. Heno generates payments for the visit level adjustments if there is not a visit linked to the appointment o attach them to. These $0.00 payments are then removed from the visit slip/statements to avoid confusion.

To get started:

  • Light Green Boxes
    • Billing > Payments > Patient Tab
  • Orange Box
    • Select the payment you are wanting to hide the payment for

Once you have clicked on the payment:

  • Purple Box
    • This is where you will be able to turn on the new Show/Hide on Visit Slip/Statement feature
      • This feature is generally always on.
      • Click the feature to turn it off if you are not wanting to hide the payment
  • Dark Pink Box
    • Click apply changes once finished

Next, you're going to go to the Patient Section and select your patient. Click on Receipts (light green box). 

Once you have clicked on Receipt, you will click on Treatment (orange box) then click on the printer icon under the Receipt column (black box). 

Under Visit Related Payments, you will see that the payment for the patient is hidden.