Patient Account
Payments on the whole treatment plan, what's left, and monthly installments
Dental treatment usually runs over several sessions, and patients pay in parts. The patient account follows the whole treatment plan, not a single visit.
You'll find it under the treatment plan, in the visit sheet and in the patient's Dental tab.
What it shows
- A bar with what's paid out of the plan total, and what's left to pay
- Every payment, with its date and method. Visit fees paid in the normal appointment payment section are shown separately and aren't part of the plan.
Dentists see the account but don't record money.
Recording a payment
Reception, owners and admins can record payments.
Enter the amount
Type the amount in EGP.
Pick the method
Cash, Card, InstaPay or Transfer.
Record payment
The bar and the balance update straight away.
A payment can't be more than what's left on the plan.
Plan payments count as revenue in Finance, like visit payments.
Installments
To split what's left, choose 2, 3, 4 or 6 under Installments. Docistra divides the balance into monthly installments starting a month from today, rounded to 50 EGP, with the last one taking the remainder. Choose None to remove the schedule.
Payments made after the schedule is set pay off the installments in order. Each installment shows:
| Status | Meaning |
|---|---|
| Paid | Fully covered |
| Part paid | Partly covered |
| Due today | Due today and not paid yet |
| Overdue | Past its date and not fully paid |
| Upcoming | Not due yet |