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payments_and_receipts:prescription_payments [2020/05/18 14:05] – [Paying with credit] Gary Willetts | payments_and_receipts:prescription_payments [2020/12/07 06:38] (current) – [Entering the payment] Mark Glover | ||
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1. Click on the **Payment** tab. | 1. Click on the **Payment** tab. | ||
- | 2. Enter the amount to be paid for this invoice today in the **Amount | + | 2. The **Total payment** field shows the amount |
- | {{ :dispensing: | + | {{ :payments_and_receipts: |
- | In this example, the invoice | + | 3. In this example, the prescription cost is $300 and the patient will pay with a $500 note, so 500 is entered |
- | + | ||
- | 3. A confirmation window will open: | + | |
{{ : | {{ : | ||
- | Enter the actual amount given by the patient in the **Cash given** field and press the //Tab// key on the keyboard. mSupply will calculate the change that must be given back to the patient and show it in the **Change required** field. | + | If payment types have been set up, then you can select the type of payment being made in the **Payment type** drop down list. |
- | + | ||
- | In this example, the invoice is $300 and the patient is paying with a $500 note. mSupply calculates the change to be returned is $200. | + | |
- | + | ||
- | If you have setup other payment types in the preferences (see [[preferences: | + | |
- | **Please note**: You cannot overpay a prescription. If you edit the **Amount | + | **Please note**: You cannot overpay a prescription. If you edit the **Amount |
4. Click **OK** to **finalise** the prescription and payment and close the window (if a payment is entered the prescription will be automatically finalised, you have no choice). If the **Print receipt** checkbox is checked then a payment receipt will print at this point. | 4. Click **OK** to **finalise** the prescription and payment and close the window (if a payment is entered the prescription will be automatically finalised, you have no choice). If the **Print receipt** checkbox is checked then a payment receipt will print at this point. | ||
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</ | </ | ||
- | ===== Paying with credit ===== | + | **Please note:** You can save a prescription |
- | Patients can be given a credit limit (see [[dispensing:patients|]]) and can use some or all of that credit at any time to pay off some or all of a prescription. Patient credits | + | |
- | The process of using credit in a payment is exactly the same as a the payment process described above. The only difference is that, if the patient has some credit available, mSupply will automatically use as much as it can to pay for the patient' | ||
+ | ===== Paying with credit ===== | ||
+ | Patients can be given a credit limit (see [[dispensing: | ||
+ | The process of using credit in a payment is exactly the same as the payment process described above, the only difference is that, if the patient has some credit available, mSupply will automatically use as much as it can to pay for the patient' | ||
- | 1. On the prescription, | + | {{ : |
- | 2. Enter the amount to be paid for this invoice today, then press **OK**. | + | In this example, the patient has 100 credit available (made up of their credit limit only, which is 100) and all of that credit has been used to pay the prescription charge. |
+ | If you or the patient does not wish to use their credit, or wishes to reduce the amount of their credit used to pay the prescription, | ||
+ | {{ : | ||
===== Patient credits ===== | ===== Patient credits ===== | ||
- | You can allocate funds in a patient' | + | You can allocate funds in a patient' |
+ | |||
+ | ==== View patient credits ==== | ||
+ | To view already created patient credits, choose **Patient > Show prescriptions** in the menus or click on the show prescriptions icon on the Patients tab of the Navigator: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In the filter window that appears, select the appropriate filter options and click on the **Find** button to show the prescriptions that match the filters (just click on the **Find** button without changing nything if you want to see the default 15 most recent prescriptions): | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Patient credits have //cc// (for " | ||
+ | |||
+ | ==== Create patient credits ==== | ||
+ | To create a new patient credit: | ||
1. In the menus, choose **Patient > New patient credit...**: | 1. In the menus, choose **Patient > New patient credit...**: | ||
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In this example, the patient' | In this example, the patient' | ||
- | {{ :dispensing:patient_credit_prescription.png?600 |}} | + | {{ :payments_and_receipts:prescription_partly_paid_with_credit.png?600 |}} |
+ | |||
+ | |||
+ | ===== Cancellations for prescription payments ===== | ||
+ | When a prescription is cancelled, any payment made against it is not automatically cancelled because the patient might give you the goods back but not receive a cash refund. However, a patient credit is automatically created equal to the amount of the payment and assigned to the patient. This means the patient is refunded in credit, not cash. | ||
+ | |||
+ | If you really wish to refund cash to the patient, you need to find the patient credit created for them, cancel it and then go to the [[payments_and_receipts: | ||
\\ | \\ | ||
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