Provider for New Deposit Payments


When a receipt is created as a deposit, a provider must be selected to apply the deposit.

  1. Go to Location Setup > General tab

  2. Group: Accounting: Invoices and Receipts

    1. Provider for new Deposit Payments:                                   

      1. <Main Provider> = This looks at the patient's main provider (default setting).

      2. Select Provider Name = Select the provider for all deposits to be applied. When the deposit is allocated to an outstanding invoice it will then be applied to the provider performing the treatment

Create a Deposit for a Patient

Allocate a Deposit to an Invoice

Deposit Allocation Report

0 out of 0 found this helpful



Article is closed for comments.