Setting Up the Minimum Payment Percentage for Checkout

You can set the default minimum percentage that a patient must pay when an invoice is generated or when you enter a payment for an invoiced order. Providers and staff members with the Override Default Deposit security permission selected in Provider Security and Staff Security can override this setting.

  1. On the Encompass home screen, click Administration.

    The Company: Setup screen opens.

  2. On the top menu bar, click Preferences and select Material Orders.
  3. Click Invoicing.
  4. Enter the value for the minimum payment percentage. If you enter 0, no minimum payment will be required.
  5. Click Save.

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