Opening a Patient’s Receipts and Adjustments

1. Open a patient’s receipts and adjustments using one of the following methods:
   • Click the Receipts icon and select Receipts and Adjustments.
   • Click Tasks on the main window toolbar, select Receipts, and select Receipts and Adjustments.
   • Right-click on the Patient Demographic, Hard Lens Order, Soft Lens Order, Eyewear Order, Fee Slip, or Patient Ledger window title bar and select Receipts.
   • Right-click on a patient in the Quick List window and select Receipts.
   • Click on a patient’s name in the Quick List window and drag and drop the patient on the Receipts icon.
   • Click Receipts on the Patient Center window.
2. Enter search information in the Patient Last/First name text boxes and click F2 Find to find and select a patient.

   If the patient has been sent to collection, the Collection Warning message appears. You can remove the patient from collection after you record a payment and click Yes on the Collection Message window.

   Click Ledger to open the Patient Ledger window and review the ledger. For more information on reviewing the ledger, go to Using the Patient Ledger.