Print Receipt While Collecting a Payment

The Payment > Post section in CollaborateMD allows you to print a receipt while collecting/posting a patient payment. 

You can also print receipts when posting a payment from the Scheduler or Claim sections.

  1. Select Payment > Post.

  2. Fill in the option for Patient Payment.

  3. Enter your Patient's Payment

  4. Check the Send Receipt box

  5. Select the Print option from the dropdown.  

    You can also print a receipt with all the additional data required by the HSA/FSA guidelines by selecting the "Print w/HSA/FSA details" option.

  6. Once the payment is saved the receipt will print.