Once a patient has completed a payment, you will need to manually associate the transaction in your practice management software. This is in place to ensure that all payments are being recorded correctly.
To associate a transaction, follow the steps listed below.
How to Associate Payment Transactions
Access the Payments Tab
Select the Transactions tab
Here, you will see associated and unassociated transactions
Select the Actions button
Once you have recorded the payment in your practice management software, select 'Mark as Associated'
