Amexzone Health allows you to record patient payments directly from their encounters, making it easier to manage payments associated with the services provided.
Step-by-Step Instructions
1. Access the Patient's Encounter. Navigate to the Appointments section, locate the corresponding appointment, and open the Encounter. Click the Get Paid button in the upper-right corner.
2. Complete the Payment Information. The New Payment window will open, allowing you to enter or verify the following details:
- Payment Preference: Select the appropriate payment preference.
- Reason: Specify the reason for the payment.
- Price: Verify or adjust the amount to be charged.
- Description: Add a description of the charge, if necessary.
- Add Reason: Add additional charges or payment reasons within the same transaction.
- Summary: Review the breakdown of charges and the total payment amount.
- Notes: Include any additional comments or relevant information.
Payment Method: Select the appropriate payment method: Cash, Card, Payment Link, or Zelle.
3. Review and Record the Payment. Confirm that all payment details, including the charges, amounts, and payment method, are correct before completing the transaction.
Note: Fields marked with an asterisk (*) are required. If the Get Paid button does not appear in the encounter, verify that the Allow Get Paid by Patient option is enabled in the corresponding Appointment Type settings.