💡 Top tip: A patient's account might be different than expected if the overall takings for the patient are more than what has been charged, or that something hasn't been charged/too much has been entered in the payments. To resolve this issue, review the patient's transactions and ensure that all charges and payments have been entered correctly.
How do I manage a patient's payments and account?
A patient’s payments, deposits, invoices and refunds can all be found in their patient record, under the ‘Account’ tab.
From here, you can:
Process a new payment for a previous appointment
Take a deposit for an upcoming appointment
📝 Please note: For info on managing payments through Dentally Portal, take a look at our dedicated Portal section.