Bill and take payment

Create the bill from the visit, take the payment, hand over the receipt PDF, finish the visit.

Who
Front desk
When
Before the patient leaves the clinic
Takes
1 minute
Where
the visitthen the bill
  1. 1

    On the visit screen tap Create the bill. The senior or PWD discount is already applied if the patient is flagged.

    visit
    visit
  2. 2

    HMO patient? File the claim first (see HMO patients and claims) so the patient's share is right.

  3. 3

    Under Take a payment: tap Full balance, Half, or type the amount. How: Cash, GCash, Card, Bank transfer, Cheque. Reference for anything that is not cash. Tap Record payment and issue receipt.

    The official receipt is numbered automatically. A partial payment leaves the balance on the bill and on Billing.

    invoice
    invoice
  4. 4

    Give the receipt: tap Receipt beside the payment; a PDF saves to the phone. Send it on Messenger or Viber, or AirDrop it. Download bill gives the full itemised bill.

  5. 5

    Back on the visit, tap Finish visit.

Ask the assistant

Answers from this guide, in plain English. Usually under a minute.

It only knows what is in this guide and never sees patient records. Not answered? Search or message the J.A.H team.