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.
1. Go to Account > Custom Fields.
2. Click on Patient Payment Types on the left of the screen.
3. Click Add New Type
4. Select a name and hit Save
Once created, you can select this as a payment type while posting patient payments.
From the appointment window:
1. Go into the Appointment and click the Billing tab. Select the + to post payment.
2. Select the Custom Payment Option.
From the patient payment window:
1. Navigate to Billing > Patient Payments
2. Ensure you are on the Payment tab, and then select your patient
3. Select + Add
4. Your newly created custom patient payment type will be listed under the payment method.
