Payments, Deposits and Refunds
How to process a paymentHow to take a payment from the patient's account tab and explain payments manually...
How to delete a payment in the patient recordDeleting payments from the 'Account' tab in the patient record
How to process a refund?Let's look at two scenarios, How do I process a refund for patients in credit? & How do I process a refund for work carried out? π
How to take a depositTaking an upfront payment or deposit for work that is to be carried out in the future
How to manage payments in the patient recordLet's take a look at how to take deposit payments, process payments and manage accounts.
Changing Payment DetailsHow to change payment details
Payment linksPay for treatment online with a payment link sent straight from the practice to the patient.
How to refund a patient in Dentally - Australia Specific π¦πΊHow to process a refund in Dentally? - Australia Specific π¦πΊ
Multi-Merchant - AUA guide to HICAPS and Tyro multi-merchant.
How to show pending payments in a patient's account - CA only π¨π¦Recording and managing pending payments on a patient's account, for incoming insurance payments. For Canadian users only π¨π¦
When to record a pending payment - CA Only π¨π¦Knowing when to record your pending payment will vary from claim to claim, every scenario is different!