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

  1. Access the Payments Tab

  2. Select the Transactions tab

  3. Here, you will see associated and unassociated transactions

  4. Select the Actions button

  5. Once you have recorded the payment in your practice management software, select 'Mark as Associated'

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