In this article, you'll learn how to:
Send Receipt to the Patient via Email
The process for emailing a receipt to the patient once it's been created has been streamlined.
To generate a receipt from the patient payment page for a newly created or pre-existing payment, follow these steps:
1) Click the button Generate in the Receipts section
2) Wait until the receipt has been generated
To view the receipt, click on the receipt name and the PDF will open in a separate tab.
3) Click on the three dots near the desired receipt and click Send via Email.
If the patient's email has been documented in the patient profile and has been verified as accurate, a message will appear in the right upper corner notifying that the email was sent successfully.
If the patient's profile does not contain an email, you will be prompted to edit patient details.
You can also view the history of each receipt by clicking History.
History shows when the receipt was previously emailed to the patient and by whom.
Types of Receipts
There are two types of receipts:
-
Unapplied Payment Receipt - generates a short payment receipt without any service details.
- Applied Payment Receipt - generates a payment receipt which includes details of the associated charges for the patient's payment.
Note: to generate the Applied Payment Receipt, be sure that there are associated charges for the patient's payment.