After consulting a patient it often happens that a patient needs or wants to schedule the next treatment. Some treatments require a deposit, for example, small / larger surgery. To register a deposit which a patient makes at the front desk, you can use the feature "add money to wallet". This will add credit to the patient's wallet which can be applied later to settle a treatment invoice.

Note: a user needs to have permission to perform this action. This can be applied in the user role.

Add money to wallet

Open the patient overview window. Next, click on the wallet button. The wallet will open as a pop-up.

Now click the 'add money' link.

Select the correct payment method and type the correct amount. Add a note for future reference, e.g. deposit blepharoplasty. To finalize click the save button.

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