In AR, you can take a payment in two ways:

A. From a patient's procedure (if you need to attach the invoice to a procedure)

B. Without logging a procedure (if you don't need to create a procedure and want to sell retail products or discount packages to a patient)

Important note: The invoice can only be generated via app.

A. Take a Payment from a Patient's Procedure

Log in to your account via the AR app.

Tap the bubble icon in the lower right hand corner, then the magnifying glass icon. Type in the patient's name in the search box. Once you see the patient's name, hit it.

From the patient's timeline, search for the procedure you want to link the invoice to, and then hit TAKE PAYMENT at the bottom. You'll then be taken to the cart page.

If you're already inside of the procedure, hit the credit card icon in the top right.

On this page, you'll see that the product has been automatically added to the cart if you've added injection markings for the product or service to the procedure.

If you want to add a product and/or service to the cart, you can look them up by tapping either List view or Category view, or by typing in the name (For example, Botox Cosmetic) in the search box. Once it shows up, tap it to add it to the cart. An indication that the item has been added to the cart is if a cart icon shows up.

If the products or services can't be found in Inventory, you can manually add them to the cart by hitting + ADD. If you want to apply the membership pricing, just toggle MEMBER PRICING on.

Hit Promotions if you want to apply a pre-configured or custom discount to the invoice. If All types below is selected, all of the the pre-configured discounts will appear. Tap one that you want to apply. If you want to apply a custom discount, simply hit Go custom

Tap Wallet and then Redeem if the patient wants to use their BD or Aspire points to pay for the bill. Hit either of the two amounts highlighted below to apply it to the cart.

Hit Wallet if they want to redeem a product/session from their prepaid discount packages. Tap the discount package and enter the number of units they want to redeem.

Swiping up the white bar at the bottom allows you to do the following:

Apply an item discount by tapping the name of the product. 

Update the number of units by simply hitting the number in the middle of the box and make the adjustment. 

Delete an item by tapping the minus icon; delete all items by tapping REMOVE ALL below.

If you tap OPTION, you'll be presented with the following options:

Mark Frontdesk Checkout: Choose this if the frontdesk clerk will be the one checking out the patient.
Generate Quote: Select this if the patient wants to see a quote before they pay.
Staff Treatment: Hit this if you're creating the invoice for a clinic employee.
Save for Later: Tap to save the invoice to the patient's profile.
Redeem Gift Card: Pick this if the patient wants to redeem an e-gift card they purchased from you.

Once you're ready to charge the patient, hit Checkout.

On the checkout page, you can add the tip (optional) from the patient. If they want to give you a specific amount, hit Custom.

The available payment methods are Card (MasterCard, VISA, or American Express credit, debit, or gift cards), Cash, AR Wallet (Dollar Credits), Care Credit, GreenSky, and Other payment method which is Check.

Hit Charge, Tender, or Use to record the payment.

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B. Take a Payment Without Logging a Procedure

This comes in handy if the patient decides to purchase just products (such as creams and lotions) or prepay for a discount package and redeem it on their next visit.

Important note: Prepaid discount packages are automatically added to the wallet once the payment is taken while products need to be manually added to the wallet after the payment is taken from the patient.

From the All Patients page, tap the bubble icon in the bottom right and then the credit card icon above it.

Choose Guest if the buyer has no profile on your account and/or doesn't want the invoice to bear their name. Choose Patient if the buyer is your existing patient.

If you select Patient, you'll need to search for the patient's profile (If the patient has no existing profile on your account, you can create one by tapping + NEW PATIENT). Then tap the patient's profile as soon as it shows up.

Tap the clinic and then you'll be taken to the cart page. This is where you'll create the invoice.

On this page, you can look up the products, services, and/or discount packages to add to the cart by tapping either List view (products, services, and discount packages) or Category view (products and services).

However, the fastest way to search for one is by typing in the name (For example, SkinMedica Dermal Repair Cream or Laser Hair Removal Package) in the search box. Once it shows up, tap it to add it to the cart. An indication that the item has been added to the cart is if a cart icon shows up.

If the products or services can't be found in Inventory, you can manually add them to the cart by hitting + ADD. If you want to apply the membership pricing, just toggle MEMBER PRICING on.

Hit Promotions if you want to apply a pre-configured or custom discount to the invoice. If All types below is selected, all of the the pre-configured discounts will appear. Tap one that you want to apply. If you want to apply a custom discount, simply hit Go custom.

Tap Wallet and then Redeem if the patient wants to use their BD or Aspire points to pay for the bill. Hit either of the two amounts highlighted below to apply it to the cart.

Hit Wallet if they want to redeem a product/session from their prepaid discount packages. Tap the discount package and enter the number of units they want to redeem.

Swiping up the white bar at the bottom allows you to do the following:

Apply an item discount by tapping the name of the product, service, or discount package.

Update the number of units by simply hitting the number in the middle of the box and make the adjustment.

Delete an item by tapping the minus icon; delete all items by tapping REMOVE ALL below.

Choose not to send the discount package to the patient's wallet by swiping left the highlighted area.

If you tap OPTION, you'll be presented with the following options:

Mark Frontdesk Checkout: Choose this if the frontdesk clerk will be the one checking out the patient.
Generate Quote: Select this if the patient wants to see a quote before they pay.
Staff Treatment: Hit this if you're creating the invoice for a clinic employee.
Save for Later: Tap to save the invoice to the patient's profile.
Redeem Gift Card: Pick this if the patient wants to redeem an e-gift card they purchased from you.

Once you're ready to charge the patient, hit Checkout.

On the checkout page, you can add the tip (optional) from the patient. If they want to give you a specific amount, hit Custom.

The available payment methods are Card (MasterCard, VISA, or American Express credit, debit, or gift cards), Cash, AR Wallet (Dollar Credits), Care Credit, GreenSky, and Other payment method which is Check.

Hit Charge, Tender, or Use to record the payment.

Once you've successfully charged the patient, you can print and/or email the invoice to them.

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Wallet Settings
Manage Memberships
How To Create a Package or Special Discount
Add A Custom Discount at Checkout
How To Add A Treatment Plan to the Patients Profile
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Create Discount Groups
Enroll, Edit,Or Disable Membership Program for a Patient 

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