Patient billing
Open Finance → Cash screen (shown as Cashier for logins limited to collecting). Waiting to pay lists unpaid visits, and you can search any unpaid visit of the last 30 days by name or phone.
Collect a payment
- Pick the patient, check the lines, and Add a service or an Other item if needed.
- Choose the Payment method: cash, card, cash + card, insurance, bank transfer / CliQ or digital wallet.
- Click Confirm payment, then print the receipt.
The cash screen
Click Open cash screen to work full screen: visits appear as soon as the doctor finishes them, and you can select several appointments and pay them together, with a discount or the insurer's share.
Daily closing
In the Closings tab, compare Expected cash with the Counted cash in the drawer and print the closing slip.