This guide will take you through the process of using the patient account facility in FLEX, where the patient is topping up their account.

This guide is assuming that the patient account top up button has already been created, if not please call Support on 0800 310 2400

Once you have found the patient who wishes to use the patient account facility, then please follow the steps below:

1. Create a new receipt for the patient and then click on the Patient Top Up button (the name of your button may be slightly worded differently). 
   
2. This will then present you the following window, where you need to enter the amount that the patient is going to pay in and the payment method. The example below will be using £100 and the payment method of Card.
   Once this has been done, please click save.
3. This will give you a transaction which can be accounted for when you cash up in the evening. 
   
   
4. You will now see on the patients till that they have £100 in their account (left hand side of the till screen) as seen below.
   
5. If you click on the 'I' button it will then open the patient top up account summary window, as seen below.
   
   

Click here to see thee guide which will go through how to spend the Patient Account money, on another receipt.