Knowledge Base
Your search for returned 6 results across 1 page(s). Search Category: Direct Debits/Standing Orders. Software Version: All Versions.
| Correcting and Amending CL Management Balances (Direct Debit) Patients Direct Debit or Standing order has not been collected
If you receive notification that a patient’s direct debit has not been collected or you see that a patients standing order has not been paid you should record this on the patients contact lens management form.
With the patient record active, open the CL Mgt form.
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| Checking the Contact Lens Expired Report This explains how to check the Contact Lens Expired Report
Click on the yellow arrow at the bottom right of the screen to navigate to the admin icons.
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| Paying Off a CL Mgmt Balance by Cash/Card/Cheque - Cash Accounting This describes a possible process for paying off a Contact Lens Management Balance by Cash or Card or Cheque. The process described below is more suitable when you are using cash accounting.
You may need to use this process if a Direct Debit or Standing Order payment was missed, the patient needs to pay off a balance or you are changing the patie... Direct Debits/Standing Orders - i-Clarity |
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| Direct Debit/Standing Order Mandates Direct Debit and Standing Order Mandates can be used to record money collected from patients for 3 different reasons:
To pay for products and services that you supply on a regular basis e.g. contact lenses or monthly aftercare fees – this is referred to as ‘Product Supply’.
To pay for products purchased on credit e.g. patient is paying for spectacles over 3 months – this is referred ... Direct Debits/Standing Orders - i-Clarity |
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| Setting up a DD Bottomline Mandate Mandates are created and maintained using the Mandate Maintenance form in the CL Management form.
Open the CL Management form by clicking on the 'CL Mgmt' icon.
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| Transferring A Super Saver Balance To Another Patient This details how to transfer one patient's super saver balance to another patient to pay for an order.
Search for the record of the patient you wish to transfer the balance FROM.
Click on the CL Mgmt button at the bottom of the screen.
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