Recording a reservation fee in clinic
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If you collect a booking reservation fee yourself, you can record it against the visit. Record money you have already taken; this action does not charge a card.
Recording the fee
- Open the appointment in the diary.
- Choose Take reservation fee when it is offered.
- Choose how the patient paid: cash, card terminal, bank transfer or other.
- Check the Reservation fee amount.
- Press Record reservation fee, followed by the amount shown on the button.
The fee is recorded against the visit and comes off what is left to pay. It does not become general account credit.
When the option is available
The visit must be eligible for a reservation fee and have a known price and an amount still outstanding. An existing reservation fee or a payment already in progress can prevent another one being recorded. The amount cannot exceed the allowed fee or the remaining balance.
After recording it
No patient message is sent by this action. Check the recorded payment before continuing. If a warning says the money may already be recorded or the balance could not be read, reload and check rather than pressing again.