Payment Search

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Glossary Item Box

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Payment Search

 

On the main menu click on billing and payments and then search payment.

 

 

A search form will be displayed to you. You can make the use of wildcard characters when searching.

 

  Search Options

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Patient Name

Patient name should be entered in the format 'lastname, firstname'.  

Receipt No.

The receipt number of the payment you want to search. 

Received By

The staff member who has saved the payment should be entered in the format 'lastname, firstname'.  

Bill To

The patient or the agency to whom the bill was accounted. 

Date From

The starting date which is the lower value in the range for which bills will be displayed for.  

Date To

The starting date which is the upper value in the range for which bills will be displayed for. If none specified it takes the current date by default. 

Total From

The lower value of the range which specified the payment amount. 

Condition

The conditional operator which will be applied between the lower and upper values. 

Total To

The upper value of the range which specified the payment amount. 

 

   Results 

Click on search button when you have input any search criteria. If any record matches your search condition, the payments will be displayed in the grid below. To view any payment double click on the record or hit enter in the grid after selecting the payment. A context menu is also available for the displayed records.

View  - Displays the Payment where you can print if required.

 

Update  - The payment is displayed for update.    

 

The update context menu might not be visible to you if your login does not have the appropriate privilege

Payment: Making a Payment | Modifying a Payment | Deleting a Payment

 

 


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