Clinic Manager includes the ability to quickly and easily automatically import batch payments from medical aids to accounts, eliminating the need to capture payments manually.
The batch payment screen can be accessed via the following menu:
You will notice that in the example above, the MediKredit ERA button is RED.
Click on the button if it is GREEN in order to download any available batches.
They will now appear in the list.
Before importing a batch, it is important to first check the batch to make sure all the expected payments are included, and that the amounts are correct.
This can be done by selecting a batch and clicking on the Print Batch button:
This can be done by selecting the relevant batch and clicking on the Post Batch button:
Note that unposted batches are displayed under the Unposted tab, while posted batches are moved to the Posted tab and will no longer display under the Unposted tab:
In cases such as these, one of the payments needs to be cancelled.
This can be done via the usual Cancel Adjustment or Payment menu option: