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Many printing options require a default form selected in Forms Preferences. We'll note if an option requires a Form set before using. You can check this by navigating to MacPractice Menu > Preferences > Forms > Default Forms Tab. Click the Default Form link for more details.
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Print Incident Statement
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Print Incident Statement
An Incident Statement is used to print select ledger items as opposed to a full Account Statement.
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Payment Receipts behave much like printing an incident statement. By selecting specific payments, you can control what appears on the receipt. Without a ledger item selected, you can instead choose a date range of items to be included. Click here for more information on Payment Receipts. Regardless of how you print a Payment Receipt, the act of printing a receipt will add a line item to the ledger titled Payment Receipt. This line item will generate as long as the Account in question has an Account Provider and an Office set in the Account tab.
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A Payment Receipt will contain these items, provided they belong in the chosen date range:
All payments made to the account in question, including their payment #s
Refunds or Reversed Payments made to the account in question
If the "Include Payment Applied Transaction Breakdown" preference is enabled in Preferences > Forms > Billing Settings tab, a separate table will references the charges that have any applied portions of included payments.
If multiple patients on an account are included, the payment breakdown will be split into multiple pages with breakdowns for each patient.
Payment Receipt Preferences
Before you are able to print a Payment Receipt from the Print Menu, you'll first need to ensure that a default Payment Receipt form is set in Preferences. You can find this by navigating to the MacPractice Menu and selecting Preferences. In the Preferences Window, select the Forms category. From there, you can locate the Payment Receipts Form drop down button.
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You may also want to refer to and adjust additional Preferences as well. Within the Forms category of the Preferences window, there is a new Billing Settings tab, which contains a sub-section for Receipts.
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Print TSYS Card Receipt
The Print TSYS Card Receipt is used to print credit card payment receipts that were processed by TSYS. You need to have the TSYS Integration purchased on your license in order to use this option.
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