Thank you all for some very good suggestions on how to put together a work around until the PM arrives. (Bert can you make it sooner vs. later????)
Here are the steps we take to print a patient receipt:
1. Right click on patient’s name (from schedule or search)
2. Select “print notes & letters”
3. Click the radio button ‘to patient’
4. Right click in the text box to open your templates
5. Select the letter you want – ‘Pt Receipt’
6. Add the payment amount and an ‘X’ by the form of payment
7. Make sure both boxes at the bottom of the page are unchecked
8. Click ‘Move to Chart’
9. Select ‘no’ if you do not want a copy in the patient’s chart or ‘yes’ if you do
10. Click the printer icon in the top left corner (once you verify that your letter is correct)
11. Select the printer and quantity needed and click ‘Print’ – we use a Brother MFC and a half sheet of paper to print the receipt. (The company that prints our envelopes and other items cuts a case of paper in half for us for very little money or we use spare time to have a staff member cut some paper for the front desk)
If there is a way to make step 10 go away, please share. I am happy to share my receipt form/letter with any of you.
