Switching: Claim Administration

A Medical Receipt is used to capture a Payment from the Medical Aid for one patient (invoice) only.
You can do a Receipt from the Diary or from the Debtor Search screen.

• Click here if there are any descriptions or buttons for which you need an explanation.
  
• On the Diary you will click on the Patient Booking.
  

• Click on the Receipt button on the Diary Side Panel.
  

TAKE NOTE: Please read further from "The Receipt screen will Open."

• On the Debtor Search screen, search for the Patient, click on the Patient.
  

• Click on the Receipt button on the Debtor Side Panel.
  

The Receipt Screen will open.

Complete the following information:

• Date: The date the receipt is captured and payment were made.
  
• Cash Ledger: Cash Ledger is a Financial journal that contains all the transactions for a specific type of receipt and payment. The entries will be posted to a general ledger. Examples of Ledgers: Card, Electronic, Petty Cash, Bank, Cash, Corrections, and Cheque.
  
• Payment Type: The method that the payment was received in ex. Cash, Cheque, Credit Card, Electronic or Co-Payment (Cash, Cheque or Card).
  
• Comments: Any comments regarding the payment or receipt -  a free text box to capture a note.
  
• Reference Number: If you want to add a reference number if the payment was done by Medical Aid or IOD etc., you can type a reference number here.
  
• Total: The total amount of the receipt that's outstanding. The amount you have received from the Patient.
  
• Unallocated: The amount that you still have to allocate to an Invoice or line item.
  

Choose the correct Invoice and click on Show All Invoices.

• Click on Allocate to Medical Aid Amount to allocate the Total amount to the oldest line items first.
  

• The Total Amount will be auto-allocated.

• If you do not want the Total Amount to auto-allocate click on Clear Amounts.

• Click and type the amounts in the Patient Column against the Line Items you want or against the Invoice Total.

• Make sure you have allocated the Total Amount, the Unallocated must be Zero (0.00) before you can post.

• Save button - Will post the Receipt on the Patient Account under Medical Aid Payment.

• Close button - Will cancel the Receipt.