If you would like to create a custom patient payment type such as a coupon, flex spending card, etc, you can do so by following the steps given below.
- Go to Account > Custom Fields.
- Select Patient Payment Types on the left of the screen.
- Select Add New Type
- Select a name and hit Save
Once created, you can select this as a payment type while posting patient payments.
From the appointment window:
- Go into the Appointment and press the Billing tab. Select the + to post payment.
- Select the Custom Payment Option.
From the patient payment window:
- Navigate to Billing > Patient Payments
- Ensure you are on the Payment tab, and then select your patient
- Select + Add
- Your newly created custom patient payment type will be listed under the payment method.
