payments_and_receipts:prescription_payments

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payments_and_receipts:prescription_payments [2020/05/18 14:05] – [Paying with credit] Gary Willettspayments_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 paid by patient** field, then press the //Tab// key on the keyboard:+2. The **Total payment** field shows the amount that needs to be paid by the patient. Enter the amount the patient actually gives you in the **Amount given** field, then press the //Tab// key on the keyboard:
  
-{{ :dispensing:prescription_payment_amount.png?600 |}}+{{ :payments_and_receipts:prescription_payment_amount.png?600 |}}
  
-In this example, the invoice is $300 and the patient will pay the full cost today in cash. +3. In this example, the prescription cost is $300 and the patient will pay with a $500 note, so 500 is entered in the **Amount given** field and the //Tab// key pressed. mSupply then shows you the change that is to be given back to the patient in the **Change to give back** field:
- +
-3. A confirmation window will open:+
  
 {{ :payments_and_receipts:prescription_payment_change.png?600 |}} {{ :payments_and_receipts:prescription_payment_change.png?600 |}}
  
-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:options|]]) then you can select the type of payment being made in the **Payment type** drop down list.+
  
-**Please note**: You cannot overpay a prescription. If you edit the **Amount paid by patient** field to be more than the invoice total you will be shown a message and the **Amount paid by patient** will be reduced back down to the invoice total.+**Please note**: You cannot overpay a prescription. If you edit the **Amount given** field to be more than the **Total payment** amount the **Amount given** field will be reduced to the **Total payment** amount and the **Change to give back** will be increased by the difference.
  
 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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 </WRAP> </WRAP>
  
-===== Paying with credit ===== +**Please note:** You can save a prescription without a payment when the //Receive payments from prescription window// preference is turned on (see the top of this page) but the prescription will not be finalised, it will only be confirmed. You will be warned and asked to confirm that this is what you want to do if you do not enter a payment. If you want to enter the prescription payment later, you can find the prescription, open it and enter the payment then.
-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 (see below) will add to the amount of credit a patient can use. Credit will also be added to a patient when they return goods using a patient credit (see below).+
  
-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's prescription. You can see the amount of credit used to pay for the prescription in the Amount paid by credit field: 
  
 +===== Paying with credit =====
 +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 (see below) and cash paid into the cash register by a patient (see the [[payments_and_receipts:cash_register|]] page for details) will add to the amount of credit a patient can use.
  
 +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's prescription. You can see the amount of credit the patient has available (made up of their credit limit, patient credits and cash they have paid in) in the **Patient's credit status** section and the amount of credit used to pay for the prescription in the **Amount paid by credit** field:
  
-1. On the prescription, click on the **Payment** tab.+{{ :payments_and_receipts:prescription_partly_paid_with_credit.png?600 |}}
  
-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, simply change the amount of credit used in the **Amount paid by credit** field and press the //Tab// key on the keyboard so that mSupply re-calculates the amount to be paid by the patient. Here is a screenshot if the patient in the example above decides to pay 250 towards their prescription and only use 50 of their credit:
  
 +{{ :payments_and_receipts:prescription_partial_credit_used.png?600 |}}
 ===== Patient credits ===== ===== Patient credits =====
-You can allocate funds in a patient's favour by giving them a **Patient Credit**. You might need to do this if, for example, a patient returns faulty medicines they already paid for. Patient credits will be //subtracted// from future invoices until all credits are used.+You can allocate funds in a patient's favour by giving them a **Patient Credit**. You might need to do this if, for example, a patient returns faulty medicines they already paid for. Creating a patient credit increases the amount of credit a patient has. Patient credit can be used to pay for future prescriptions. 
 + 
 +==== 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: 
 + 
 +{{ :payments_and_receipts:nav_show_prescriptions.png?600 |}} 
 + 
 +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): 
 + 
 +{{ :payments_and_receipts:prescriptions_list.png?600 |}} 
 + 
 +Patient credits have //cc// (for "customer credit") in the //Type// column, prescriptions have a type of //ci//. Iy you only wish to see patient credits then click on the **Customer credits** item on the left hand side. 
 + 
 +==== 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's current prescription is $300 but they had a $100 credit which is automatically applied to the invoice. Now, they only need to pay $200. In this example, the patient's current prescription is $300 but they had a $100 credit which is automatically applied to the invoice. Now, they only need to pay $200.
  
-{{ :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:cash_register|cash register]] and enter a cash out transaction for the patient. This will appear as a "ps" type transaction in the register. It is a good idea to have a separate payment type //Option// ([[preferences:options|]]) for this type of cash out payment to allow you to report on them separately from other types of cash out transactions.
  
 \\ \\
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 |  //  Previous:  **[[payments_and_receipts:receiving_payments|11.02. Receiving payment from customers]]** | | Next: **[[payments_and_receipts:cash_register|11.04. Cash register]]** //  | |  //  Previous:  **[[payments_and_receipts:receiving_payments|11.02. Receiving payment from customers]]** | | Next: **[[payments_and_receipts:cash_register|11.04. Cash register]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2020/05/18 14:05
  • by Gary Willetts