How to Allocate Deposits

Once a treatment has been completed, you will need to allocate any un-allocated deposits to ensure that the clinician gets paid for the treatment. 

Deposits can be allocated by following the below steps: 

Go to 'Patient' > 'Financial' > 'Overview'. See below:

As you can see from the screenshot above, although this patient's balance has been updated and has deducted the deposit amount, the amount has not been allocated to the treatment. This will mean that that the clinician that completed the treatment will not get paid for that treatment. 

Under the 'Recent purchases' section, you will be able to see that the clinician 'Aerona Expert' completed an Implant for this patient although £0 has been allocated against the treatment. 

To allocate the deposit simply follow the below steps: 

Select the allocation button located on the right-hand side of the deposit and select the amount you would like to allocate to the treatment and select 'save'. See below:

Once this has been completed, the amount paid against the treatment will then update under the 'recent purchases' section. See below:

The allocation date of this payment will then appear as the date that you allocated the money to the treatment. If this date is not the same as the completion date of the treatment you can update the allocation date by following the steps provided here.