Transactions lists daily sales and payments applied
Using the clinic filter, gain access to any completed invoices and payments applied for the present day, specific to the location. Other functions include viewing, paying, and voiding, change payment type, void and refund invoices or submitting them directly to Telus Health eClaims if this is an insurance submission and it is with a Telus insurer.
How Does it Work?
Today's Sales lists all invoiced appointments from the present day.
Select 
to access further functionality per invoice:
Learn more about the individual fields
| View Invoice |
Displays the invoice with print or download functionality. |
| Submit via TELUS Health eClaims |
Attempts to bill the invoice directly to TELUS, as long as |
| View Payments |
You can view payments and change the payment type. |
| Pay Invoice |
Displays the 'Recieve a Payment' window. |
|
Open Patient Profile |
Directs the user to the Patient Profile the invoice applies to. |
|
Fax Invoice |
If the Fax module is enabled for the clinic, this link will fax |
|
Void |
Displays the 'Void Invoice' window. |
Today's Payments lists all payments received from the present day.
Select to access further functionality per payment:
Learn more about the individual fields
| View Invoice Payments* |
Displays the Payments & Adjustments window with further |
| View Invoice |
Displays the corresponding invoice with print or download functionality. |
| Open Patient Profile |
Directs the user to the Patient Profile the invoice applies to. |
* Payments & Adjustments:
Select to access further functionality per payment:
| Note |
Voided payments remain stored in the Patient Profile, History, Payment tab. |
|
A copy of the voided payment will be sent to the email address you entered in the System Settings if you completed the setting. |
| Tip | If in a multi-location setting, filter the transactions by clinic using the drop-down menu found on the top-right of the page. |
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