Adding tokens and credits to a patient account

You can add tokens, credits and debits to a patient's account from the Patient Profile page. 

Adding tokens

Under the patient's name on their Patient Profile page, you’ll see Tokens - click that to expand the tokens window, which includes their token history: 

Enter your optional description for tokens, the number of tokens, and click Add: 

You’ll see the new balance of tokens under the patient’s name and the most recent entry for tokens at the top of the history:

Adding credits 

You can add dollar amount credits to a patient’s account from their Patient Profile page. Under their name, you’ll see Credits - click that to expand the credits window, which includes their credit history:

Enter your optional description for credits, the dollar amount, and click Add: 

You’ll see the new credit balance under the patient’s name and the most recent entry for credits at the top of the history:

Adding debits/money owed

You can add dollar amount that a patient owes from their Patient Profile page. Under their name, you’ll see Credits - click that to expand the credits window, which includes their credit history:

Enter your optional description for debit and the dollar amount. Be sure to enter a negative dollar amount, since this is an amount owed. Click Add: 

You’ll see the new credit balance under the patient’s name and the most recent entry for credits at the top of the history:

Manually changing account balances

You can manually change an account balance - for example, waiving a cancellation fee - from the Patient Profile page. Under their name, you’ll see Credits - click that to expand the credits window, which includes their credit history:

Enter your optional description, the dollar amount, and click Add: 

You’ll see the new credit balance under the patient’s name and the most recent entry for credits at the top of the history: