This guide will take you through the process of using the patient account facility in FLEX, where the patient is spending the money from their patient account.
If you want to see the guide on the top up process, please click here.
Once you have found the patient and the receipt that you are going to use the patient account spend facility on, then please follow the steps below:
- Once the receipt has been found, click on the Patient Spend (the name of your button may be worded slightly differently).
- This will give you the normal select payment payment amount window
This guide will choose the option of 'other' and then choose £100 as that is what the patient has in their account. However, if the patient wants to spend anything less than their patient account then click on the appropriate button. - Once the amount has been chosen and confirmed you will then be presented with the image below
- The patient can now use another payment method to pay off the rest of the balance. You will notice that the Patient Account on the left of the till screen is now down to £0.00
- You can view the transaction summary by clicking on the 'I' button and it will show a balance if there is one
