At a Glance

The Quick Purchase button on the Appointments page allows you to charge anyone (for select items) on the fly. Quick Purchase should be used for non-patient charges.

When to Use the Quick Purchase Function

Use Quick Purchase for charges unassociated with appointments.

For example:

• Standard retail items

• Gift cards

When Not to Use the Quick Purchase Function

Do not use Quick Purchase for charges associated with appointments.

For example:

• Copay

• Coinsurance

• Deductible

• Self-pay for appointment services

• Adding credits

Here’s How to Use It and Find Corresponding Receipts

*This walkthrough shows how to handle non-patient purchases. If the purchase is made by a patient but unassociated with an appointment, simply select that patient instead of checking the Sell to non patient box. Their receipt will then appear in Patient Responsibility > Patient View.

On the Appointments page, select + Quick Purchase.

In the window that appears, select the Sell to non patient box and fill in the customer’s information. For this example, the customer will pay in cash.

Once you Confirm the purchase, it will show up in the Quick Customer View on the Patient Responsibility page with all the other non-patient transactions.

In the Action column, you can Download Receipt, Print Receipt, or Refund Payment.

Done!