Private Billing in Quick Appointments View

1. Press and release the Alt key, click Tools and select Quick Appointment View from the list displayed. The Quick Patient Appointment View window is displayed.
   
   Note: The shortcut to display the Quick Appointment View is F4.
2. Click the Private Billing tab. The patient's private billing is displayed.

Remove a Credit from a Private Billing Account (Refund)

1. Press and release the Alt key, click Tools and select Quick Appointment View from the list displayed. The Quick Patient Appointment View window is displayed.
   
   Note: The shortcut to display the Quick Appointment View is F4.
2. Click the Private Billing tab. The patient's private billing is displayed.
3. Click the Manage Accounts button. The Manage Accounts window is displayed:
   
   
4. Click and select the Remove Credit (Refund) from the list displayed.
5. In the Amount field, type in the amount of the credit.
6. Click and select the Reference #, if applicable.
7. Type in a Payment Note, if required.
8. Click the Apply button to apply the credit to the patient's account.
9. Click the Close button to close the Manage Accounts window.

Remove a Credit from a Private Billing Account (Correction)

1. Press and release the Alt key, click Tools and select Quick Appointment View from the list displayed. The Quick Patient Appointment View window is displayed.
   
   Note: The shortcut to display the Quick Appointment View is F4.
2. Click the Private Billing tab. The patient's private billing is displayed.
3. Click the Manage Accounts button. The Manage Accounts window is displayed:
   
   
4. Click and select the Remove Credit (Correction) from the list displayed.
5. In the Amount field, type in the amount of the credit.
6. Click and select the Reference #, if applicable.
7. Type in a Payment Note, if required.
8. Click the Apply button to apply the credit to the patient's account.
9. Click the Close button to close the Manage Accounts window.

Create a Private Billing Statement

1. Press and release the Alt key, click Tools and select Quick Appointment View from the list displayed. The Quick Patient Appointment View window is displayed.
   
   Note: The shortcut to display the Quick Appointment View is F4.
2. Click the Private Billing tab. The patient's private billing is displayed.
3. Click the Statement button. The Date Range window is displayed:
   
   
4. Double click the From and To fields and select the appropriate dates from the calendars displayed. Click OK. The statement is displayed.
5. To print out click the Print button .
6. Select your preferred printer and click OK.

Create a Private Billing Invoice

1. Press and release the Alt key, click Tools and select Quick Appointment View from the list displayed. The Quick Patient Appointment View window is displayed.
   
   Note: The shortcut to display the Quick Appointment View is F4.
2. Click the Private Billing tab. The patient's private billing is displayed.
3. Click the Invoice button. The invoice is displayed.

Create a Private Billing Receipt

1. Press and release the Alt key, click Tools and select Quick Appointment View from the list displayed. The Quick Patient Appointment View window is displayed.
   
   Note: The shortcut to display the Quick Appointment View is F4.
2. Click the Private Billing tab. The patient's private billing is displayed.
3. Click the Receipt button. The receipt is displayed.

Record a Payment in Private Billing

1. Press and release the Alt key, click Tools and select Quick Appointment View from the list displayed. The Quick Patient Appointment View window is displayed.
   
   Note: The shortcut to display the Quick Appointment View is F4.
2. Click the Private Billing tab. The patient's private billing is displayed.
3. In the Record Payment section type in the Amount and Date (the default is today).
4. Click and select the payment Type from the list displayed.
5. Click and select the Pay By method from the list displayed.
6. Click and select a Reference, if required.
7. Type in any notes in the blank text field, if applicable.
8. Click the Pay button.