Collecting a Payment

AgileEMR: How to Collect a Payment

• Collect the payment in the following forms: cash, check or credit card. 
• Open the patient's case. 
• Go to the Account tab. 
• Select Patient Payment. 

• Once the Add a Patient Payment window appears, enter in the following information: Amount, Type, Effective Date, and the Authorization number (for credit cards) or check number.
• Select Save. 

• The payment will be posted to the patient's case as a deposit balance and a receipt will appear as a pop-up to print out.