Patient Transactions (including refunds)

View and add patient transactions directly from the patient dashboard. You can also add refunds in this section. For a broader overview of transaction and finance settings, see this article. 

In this article we'll cover how to:

• view patient transactions.
• add a transaction.

View patient transactions

• Navigate to the desired patient.
• Click the Transactions tab. 
• View all available transactions for the selected patient.

Add a transaction

• Locate and click the Add transaction text.

• Complete the form with the Transaction details. 
• Click Submit to save the new transaction.

There are two options for creating a new transaction. Payment or Refund. To edit an existing transaction, see this article. 

The new transaction will now appear in the patient's transaction list. If the type of transaction is a refund the refunded amount with be applied to the attached Order/Invoice.