How to Record and Repay Patient Debits

🔎 Where to View Patient Debit Summary

To quickly check a patient’s outstanding balance:

• Open the Patient File.

• On the top-left, the Patient Balance section displays:

  • Credit

  • Debit

  • Balance (calculated as Credit - Debit)

🧾 How to Record a Patient Debit

When a service has been rendered but not paid immediately (i.e., credit), follow these steps to record the amount as a patient debit:

1. Open the Patient File.

2. On the right-hand panel, locate the Service Preview and click “Payment”.

3. In the Invoice Preview, select the relevant services.

4. Scroll down to the Payments section.

5. In Payment Method, choose Patient Debit.

6. Click Issue Invoice (or Issue & Print Invoice).

7. The amount will now be added to the Patient Debit section and reflected in:

   • Top-left Balance

   • Debits tab (a red badge will appear showing outstanding amount)

💰 How to Record a Patient’s Repayment

When a patient returns to pay their outstanding balance:

1. Open the Patient File.

2. Go to the Debits tab.

3. On the specific debit entry, click the three-dot menu and select “Record Payment”.

4. A popup will appear — fill in:

   • Payment Method (e.g., Cash, Visa)

   • Amount

   • Date

   • Notes (optional)

5. Click Submit.

6. A Receipt Voucher will automatically generate — available to print or download.

7. The payment will now reflect under the Repayments section, and the patient balance will update to 0.

🗂 Additional Notes

• All debit-related activity is tracked under the Debits tab in the patient’s file.

• A red notification badge helps flag any existing outstanding dues.

• If a repayment fully settles the amount, the badge disappears, and the balance resets.