In this Quick Reference Guide, we will learn how to Add Transactions from the Appointment Book in the Practice Management application.
Adding Transactions
If a Transaction is to be recorded for a patient who is being checked in:
- Right-click on the patient.
- Select Add Transaction from the menu.
![](https://media.screensteps.com/image_assets/assets/002/882/794/original/204112f9-f57b-4f22-a71a-516e38dd8668.png)
Payment Entry
All monetary Transactions are to be recorded using the Payment Entry screen. To record a Transaction:
- Ensure that Patient is listed as the Payer.
- Document a description of the payment in the Tracking field. (i.e. cash, check #, credit card authorization #, etc.)
- Enter the amount that is being paid in the Pay Amt field.
- Select the method of payment in the Pay Code field.
- Click Save
- Apply the payment to the Encounter in the Unapplied Payment window.
![](https://media.screensteps.com/image_assets/assets/002/882/800/original/fdea7675-9ac5-4115-9bc0-6a8158ca19aa.png)
Printing Receipt
A Receipt can be printed for the Transaction. To print the Receipt:
- Click the Print icon.
- Select Encounter Bill from the menu.
- Click Print.
![](https://media.screensteps.com/image_assets/assets/002/882/798/original/253c6d36-9e27-4dee-84e3-4604ada269f0.png)
![](https://media.screensteps.com/image_assets/assets/002/882/796/original/81c821f0-bb66-4b48-85b8-c3107fa1eb54.png)