Create a Patient Visit & Payment

To create a patient visit and receive a payment, complete the following steps

• 1

  From the Patient detail page, click on New Patient Visit

  Note: It is always a good idea to navigate first to the patient and click on New Patient Visit from that screen. Alternatively, you could click on Create New… Patient Visit from the sidebar.
  
• 2

  Enter Schedule Information about the Patient Visit then click Save & Add Items

  
• 3

  The Edit All Items page appears

  From this page you search through your item template list (aka price list) and add the items you performed to the patient visit. In this example we enter some letters (“ultra”) and the Ultrasound – Extensive item template appears. We then click +Add to Visit to add this item to this visit.
  
• 4

  Add some Medical Record notes the click Complete & Receive Payment

  In this procedure we will enter some findings in the Procedure Notes (Viewable by Client). These notes will appear on the invoices/receipts.
  
• 5

  Enter Payment Information and Click Save