Collect Patient Payment: Cash or Check
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Updated: 11/05/2026 | Views: 16914
The Collect Patient Payment feature offers a simplified patient payment process that allows practices to record, post, and provide a patient payment receipt for copays and outstanding account balances.
To learn about credit/debit card payments:
Collect Patient Payment: Cash or Check
- Find the Patient record or existing appointment and double click to open. The Edit Patient or Appointment Details window opens.
- Click Collect Patient Payment to initiate the transaction. The Collect Patient Payment window opens.
- Verify patient information, review outstanding charges and unapplied payments.
- Patient name, DOB, phone and address.
- To review an overview of charges and unapplied payments, click the arrow to expand the Total Account Balance section.
- To view a printable version of the Balance Details, click Print.
- Collect Payment:
- Amount: By default, the Total Account Balance populates. If necessary, enter a different payment amount.
- Add Payment Note: To enter details about the payment (e.g., reference number, check number, date of service), click Add Payment Note.
Note: Payment Notes are only visible to the practice and do not print on the patient receipt.
- Payment Method: Click to select Cash or Check.
- Click Finalize Payment. The confirmation window opens.
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- Review and confirm the payment information is correct. Once submitted, the Method and Amount of the Payment record created can not be edited. When finished reviewing, click Submit Payment. The Receipt window opens.
Note: The Payment record created is an Unapplied Payment until it is applied to the appropriate service(s) associated with the patient.
- To generate a detailed receipt (e.g., for FSA/HSA patients), click to select "Create itemized receipt". Otherwise, a non-itemized receipt displays once the payment is submitted.
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- A non-itemized payment receipt displays. If "Create an itemized receipt" was selected when the payment was submitted, a Services Breakdown section is included on the receipt if applicable (as shown in the image).
- To print the receipt using the computer's print function, click Print at the bottom of the window.
- If "Create an itemized receipt" was selected when the payment was submitted, and if applicable, click to expand the Services Breakdown section to print the receipt with service line information.
- To enter an email address to receive a modified email receipt that only contains general information (e.g., payment confirmation number, date payment was processed, amount paid), click Email at the bottom of the window. Then, enter the email address and click Email Receipt.
Note: The full details of itemized and non-itemized receipts can only be printed and is not sent via email.
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