Using the Form links below, Patient Receipt and Refund Receipt Forms can be created and uploaded into the PM System.

Map and Create a Patient Receipt Form

• Use the System's Default Patient Receipt to create a new Receipt.

• Edit the Receipt Form as needed.

• Upload into the PM System.

• Libraries > Forms > Add

1. Form Type: Receipt
2. Template File: Select the Receipt.
3. Enter a Title and Description.
4. Select Save [F2].

• Map the Form to add the dynamic Patient Payment fields.

Map and Upload a Refund Receipt Form

NOTE: A Patient Refund Receipt is not the same as a Patient Receipt Form.

These must be set up separately and are handled differently.

• Use the System's Default Refund Receipt Form to create a new Refund Receipt.

• Edit the Refund Receipt Form as needed.

• Upload into the PM System.

• Libraries > Forms > Add

1. Form Type: Receipt
2. Template File: Select the Refund Receipt.
3. Enter a Title and Description.
4. Select Save [F2].

• Map the Form to add the dynamic Patient Payment and Refund fields.

Learn More

Forms Overview

Create Forms

Map Forms

List of Mappable Fields for Forms

Upload Forms

Link Forms to Appointment Types/Resources

Print Forms

Print Superbills, Facesheets, and Forms from the Calendar

Print Labels/Mail Merge

Create a Patient Receipt Form