After a patient or 3rd Party has been invoiced, and payment received, a receipt will need to be issued.

If it is for one patient account, this will be done via Patient mode. If it for more than one patient it should be done in Office mode.

Cheque

1. If payment method is cheque, record the name of the Bank, Branch, and payee name. If it has been paid by someone other than the patient, enter the details with the patient name alongside. i.e. Southern Cross/ J Hughes.
2. Optionally, enter the BSB number (bank and branch number), Account number and Suffix together with the Cheque number. These fields are numeric only. This information is not recorded on the Deposit Supplement, but can be searched for should you get a dishonoured cheque and the account name does not help to identify the patient.
3. Write the patient name on the back of the cheque and place cheques in order of receipting with your takings. A clip is useful to keep them all together.
   
   
   

Manual Credit Card

This should only be used, if your electronic terminal is down and you have resorted to a manual "zip zap" machine.

Direct Credit

Occasionally you will be sent an "advice of payment" notice.

You can check that the amount and details are correct, but ideally you should not issue a receipt until sighted on the Bank Statement.

The date of the receipt should be the date listed on the bank statement.

NOTE: If the amount is for more than one patient, this should be done from Office mode – All receipts.

Eftpos

For payments made from a cheque, savings or credit card account.

If payment method is eftpos, always run through eftpos terminal first to ensure that it has been accepted. This is always printed on the print out from the terminal and can be viewed on the screen at the end of the transaction. Write the patient name on it (this is very useful if something needs to be checked at a later stage) and keep with your cheques etc .Then receipt into SPM.