If a Transaction is to be recorded for a patient who is being checked in:

1. Right-click on the patient.
2. Select Add Transaction from the menu.

All monetary Transactions are to be recorded using the Payment Entry screen. To record a Transaction:

1. Ensure that Patient is listed as the Payer.
2. Document a description of the payment in the Tracking field. (i.e. cash, check #, credit card authorization #, etc.)
3. Enter the amount that is being paid in the Pay Amt field.
4. Select the method of payment in the Pay Code field.
5. Click Save
6. Apply the payment to the Encounter in the Unapplied Payment window.

A Receipt can be printed for the Transaction. To print the Receipt:

1. Click the Print icon.
2. Select Encounter Bill from the menu.
3. Click Print.