The Patient Financial Screen

Updated on July 28, 2026 | 10:40 AM – CST

Everything about a patient's money sits on the financial screen, from what they owe to what they've paid.

This video covers the payment window, where you enter the amount, pick the ledger, set the payment type, add a discount if there is one, and print a receipt.

You'll also see how the KPIs up top summarize the account, how to take an advance payment for money collected up front, and how to open any past visit from the statement history.