Claiming manually is sometimes necessary, especially if you have issues with the connection between the terminal and Core Practice. This is because the terminal will not be receiving information from the system. If this occurs, you would need to make claims manually on the terminal and then enter them manually into the patient's file. You may also need to apply discounts (if applicable).
Applying a payment manually
- When you have created the invoice or selected the overdue invoice from the patient's profile, click on Continue to Payment.
- Click on Continue to Payment again when you're on the "Claim now?" page.
- Click on External.
- Fill in the fields and click on Record Payment. Confirm the amount at the top of the page corresponds to the amount on the receipt.
a) Date: needs to be the same date which is on the receipt
b) Type: dropdown menu containing payment types
c) Reference: this is the RRN which is used to identify each receipt
d) Source: the bank which has issued the cheque (this is only required for cheques).
- If you have finished entering payments, click Done in the bottom right corner.
If there are multiple receipts, it will remain on this same screen and you will have the opportunity to enter as many as necessary.
Sometimes you will need to apply a discount when you have finished entering a payment manually.