Printing Accounts and Receipts

The following information explains how to print a copy of a patient's visit (account) or receipt details.

Below are steps for printing;

An Account or Receipt Copy

The Details of a Receipt

A Patient's Account History

One-off Statements

Held Accounts

 

 

Locate and open the record of the patient you wish to edit.

Select the Accounts tab.

To Print an Account or Receipt Copy

Select the specific entries you wish to print by ticking the check box between the Visit Date and Entry Date columns.

Click Print

From the menu that appears, select either Account Copy or Receipt Copy. Receipt Copy will only be available if you have issued a receipt for this account.

A print preview is displayed. From here you can print a copy.

To Print the details of a Receipt

Using the Display drop-down list, select 'By Receipts Issued'.

Located the receipt you wish to print the details for, and make a note of the receipt number.

Select Accounts > Find\Adjust Receipt. The Find\Adjust Receipt window appears.

Enter the receipt number you made a note of.

Click Find button

Click Print to print the receipt details.

Printing a Patient's Account History

Pracsoft allows you to print a history of 'Accounts Paid' and 'Accounts Owing' for a patient.

Click Print

From the menu that appears, select Patient History. The Print Patient Account History window appears.

 

Select the required criteria and click Print

Printing One-off Statements

Pracsoft allows you to print a one-off statement of all monies owing for a particular patient:

Click Print

From the menu that appears, select Statements and then either Selected on one page or Unpaid accounts. A print preview is displayed.

Selected on one page generates a report of selected private and institutional outstanding accounts.

Unpaid accounts generates a report that only presents outstanding private patient accounts.

 

Click Print

Printing Held Accounts

From the Invoice To drop-down list on the Accounts tab, select All Types.

Select the specific entries you wish to print by ticking the check box between the Visit Date and Entry Date columns.

Click Print

From the menu that appears, select Held Accounts > Selected (or All). A print preview is displayed.

Click Print