Generating Receipts - Workflows | Healcon Practice Software For Doctors

This article covers following topics related to ' Generating Receipts ' workflow in healcon practice  : 

How to reach 'Billing' module in healcon practice software ?

Click on 'Billing' link in left menu to reach billing module in healcon practice software as shown in the screenshot below : 

How can i find bills which are 'partially paid' or 'unpaid' ? 

Once you reach 'Billing' module , you can filter bills by selecting 'UnPaid'/'Partially Paid' in the payment status filter as shown in point-1 in the screenshot below . Select 'Unpaid Paid' or 'Partially Paid' from dropdown and then click green color search icon as shown in point-2 in the screenshot below to filter bills with these status .

 How can i make payment against unpaid or partially paid bill ? 

Once you have found your unpaid or partially paid (as described in previous section), please click on 'Action' button as shown in point-1 in the screenshot below. Next click on 'Make Payment' as shown in point-2 in the screenshot below to open 'Make Payment' form . For steps to fill 'make payment' form, read next section .

How to register payment ? 

Once 'Make Payment' form is opened (by following steps in previous section), you can fill 'Amount To Be Paid' / 'Payment Method' / 'Payment Details' and click on blue color 'Make Payment' button as shown in the screenshot below : 

Where can i view payment details in the bill ? 

Click on the bill id in the bill row to view patient bill as shown by arrow in the screenshot below .  Payment details of the bill are highlighted in the red rectangle box. 

How can i find recently unpaid bills in 'Clinic EMR' ? 

Refer to the screenshot below along with step no. : 

Step 1 : Got to clinic emr by clicking on the 'Clinic EMR' link in left menu as shown in point-1 in the screenshot below .

Step 2 : Next click on the 'Payment' tab a shown in point-2 in the screenshot below .

Step 3 : Once you reach 'Payment' tab interface , you will find the list of recent 'Unpaid Bills' on the right side as shown in point-3 in the screenshot below .

Step 4 : You can click on 'Make Pending Payment' button (point-4 in screenshot below) which will open a form to register pending payment against this bill .

How can i print receipt directly from Clinic EMR ? 

Refer to the screenshot below along with step no. : 

Step 1 : Got to clinic emr by clicking on the 'Clinic EMR' link in left menu as shown in point-1 in the screenshot below .

Step 2 : Next click on the 'Payment' tab a shown in point-2 in the screenshot below .

Step 3 : Once you reach 'Payment' tab interface , you will find the list of receipts (remember one bill  can have multiple receipts if payment wrt bill has been done in multiple instalments ) sorted by date in reverse chronological order .  Here click on the required  '<Receipt Id>' to view 'Patient Receipt' (point-3 in the screenshot below) .

 Step 4 : Click on the <Receipt Id> in previous step will open the 'Patient Receipt' as shown in the screenshot below . You can click on the print icon (point-2 in the screenshot below) to print receipt . 

In the 'Payment' tab you can also click on 'Action'  button  (as shown in screenshot below) present on the right side of any receipt row to view/print/email/delete a receipt plus you can also 'View Bill' corresponding to which this receipt was created .

BILLS & RECEIPTS CONCEPT SUMMARY  : 

IMP : Please note that this 'Payment'  tab in 'EMR' automatically shows all the receipts which get generated while adding bill along with saving payment details with the bill (refer this article for bill generation and adding payment information in same form .) .  Incase bill is generated without adding any payment detail then no receipt is generated in that case . To summarise : 

• Add Bill without any payment : One 'Bill' (invoice) is generated and no 'Receipt' is generated. Bill status is 'Unpaid' .
• Add Bill with full payment : One 'Bill' (invoice) is generated . Plus one receipt (against payment) is generated. Bill status in this case is 'Fully Paid'
• Add Bill with partial payment :  One 'Bill' (invoice) is generated . Plus one receipt (against payment) is generated. Bill status in this case is 'Partially Paid'. Incase we make more partial payments against this bill then for every payment , one new 'Receipt' is generated . Hence in this case there can be multiple Receipt Id against single Bill Id. Bill status will be 'Partially Paid' untill paid amount is equal to the bill amount and once that is achieved then the bill status will automatically change to 'Fully Paid' .

NEXT SUGGESTED READ on 'HEALCON PRACTICE WORKFLOWS ' >> Adding Clinic Expenses