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Balance
A Patient Balance widget is located at the top of the Patient Profile. You can see both Patient Balance (advance payments) and Patient Debts.
Dentaltap - Patient Balance Focus
Use the Patient Balance to control all the financial transactions. With the Balance window you can:
  • Pay debts without opening individual invoice details;
  • Replenish patient balance;
  • Withdrawal from patient balance;
  • Transfer to another patient.

View Transactions

To open the details, click on the Balance/Debts widget button.
Dentaltap - Patient Balance Details
  1. 1.
    Available patient balance by type (Cash, Card, etc).
  2. 2.
    A list of patient transactions - Invoices, Invoice Payments, Balance Transactions.
  3. 3.
    Click on the Add Transaction button to create New Transaction.
  4. 4.
    A balance column that summarizes all patients' transactions.

Create Transaction

Click on the Add Transaction button (3). In the opened window fill out the details and click on the Confirm <Type> button.
Dentaltap - Create Transaction
Required fields:
  • Transaction type - pay debts (if any), replenish, withdrawal, transfer;
  • Type - a payment type, set to Cash by default;
  • Amount - transaction amount;
  • Date/Time - date and time, when the payment was collected;
  • **Patient - When using a transaction type "transfer".
Optional fields:
  • Group - a custom tag (group) for analytics purposes, for example, if you collect payments via credit cards by several POS systems, you can specify the device id as a group. And in analytics, you will see collections for each POS separately.
Once you created a transaction, you can see it in the Payments List under the Invoice.
Dentaltap - Transaction Action Focus

Transaction Actions

  • Print - print a receipt for this transaction;
  • Delete - delete a transaction.

Update Transaction

You can't update the transaction. If you need to make any changes, you need to Delete Transaction​

Delete Transaction

Open the Payment Actions list and click on the Delete option. Find the delete option in the Transaction Actions to delete a transaction.
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Last modified 2mo ago