Patient payments can be collected from the scheduler screen. Links provided in the scheduler help in collecting a payment from a patient upfront either by cash, check, credit card, or through EFT Pay. Below are the steps to process patient payments from the scheduler.
1. Select Scheduler from the main menu.
2. Patient payments can be collected for existing/new appointments.
2A. Existing appointments
2A.1. Click on the scheduled appointment time slot, as shown in Image 1.
2A.2. From the menu that appears, select the 
icon (highlighted in Image 2) to open the Payment Entry page.
2B. New appointments
2B.1. Click on the empty time slot of the DOS under the required provider on the Scheduler screen.
2B.2. The schedule page opens up. Select the patient, provide a reason for the visit, and invoke the New Payment option (highlighted in Image 4) to open the payment entry page.
3. Once the Payment Entry page opens up, select Payment Type (Default: COPAY) and Payment Method. Provide other necessary info and save the payment. To know more on how to do payment entry, click here.