The function «Депозит»works for the external cash register and the ATOL cash register.
Allows you to deposit funds to the patient's account for services that have not yet been provided.
It is suitable for clinics where patients pay in advance or in installments for services, treatment courses, certificates, subscriptions, etc.
How to deposit funds to a patient's account 
Go to the section «Пациенты». Click on the patient's full name to go to his profile.
The profile section opens by default«Баланс». It contains two separate deposit balances - for the external cash register and the ATOL cash register. Click «Пополнить»under the appropriate type of cash register.
In the window that opens, enter the deposit amount or choose from the suggested ones. Select the type of cash register: external or ATOLL and the method of replenishment. Click«Пополнить».
If the ATOL cash register is selected for replenishment, then you can print or not print the receipt, as well as enter the data for sending the electronic receipt.
After making a deposit, you can print out the corresponding receipt.
You can view information about making a deposit and print receipts (for the ATOL cash desk) in the patient's profile in the subsection «Депозит»of the section«Баланс».
Features of the deposit in underage or incapacitated patients
The deposit for minors or incapacitated patients is separate and unrelated to the guardian's deposit. Funds are credited and spent according to the patient's appointments separately and independently of the guardian's deposit.
How to refund a deposit
Select a section «Баланс»in the patient's profile and click «Вернуть»next to the deposit amount from the ATOL or external cash register.
If the patient deposited it in different ways (cash and card), then in the window that opens, select the part of the deposit that you need to return. After that, click «Оформить возврат».
In the window that opens, check the refund amount and click «Подтвердить». The same window will open if the patient has always made a deposit using the same method.
If you are returning funds from the ATOL cash register, a window will appear in which you can choose whether to print the receipt or not, and specify the details for sending the electronic receipt. After that, click «Подтвердить».
After returning the deposit, you can print the receipt.
How to pay for services with a deposit
- In the window«Информация о приёме», set the request to the status «Пациент пришёл»or «Начат визит».
- Select the services to pay for.
- To pay for all assigned services, click «Оплатить»at the top right or tick the individual services and also click «Оплатить»(the amount inside the button will change).
4. Select «АТОЛ»or «Внешняя касса».
5. Specify the amount to be debited from the deposit.
6. If the deposit is not enough to pay for services, choose the additional payment method.
7. Click«Оплатить»
Receipts for making and refunding the deposit.
A check for a mixed payment: part of the amount in cash and by card, part by deposit.
«Депозит»You can also use the module to make payments in installments. For more information, see the article Partial payment for services. Select «АТОЛ»or «Внешняя касса».
Specify the amount charged from the deposit.
If the deposit is not enough to pay for the services, choose the additional payment method.
Click«Оплатить»
Frequently Asked Questions
- What should I do if, while working with deposits, the service doubles, two checks are issued, and an incorrect report is generated at the checkout?
When the patient deposits the amount, the first check is issued to top up the deposit. This replenishment is not yet the clinic's revenue.
Further, when the payment for the service is made with funds from this deposit, a second check is issued - for payment for the service with a deposit - this is already the clinic's revenue, since these funds were used and they paid for a certain service.
For example, patient Ivanov came to the clinic with 50,000 rubles, managed to get one appointment for 5,000 rubles and paid for it. And I decided to deposit the remaining 45,000 in order to pay for the funds from this deposit during further treatment. The administrator in the patient's profile puts these funds on «Депозит», and a deposit receipt is issued. These 45,000 are not yet the clinic's revenue, they will be in the line in the cash register report , not in «Всего продаж»the line«Пополнения депозитов».
- What is the difference between a deposit and an advance payment? How can I debit funds from a deposit?
The feature «Депозит»applies to services outside of the treatment plan only. Prepayment also allows you to deposit money in advance for services from the treatment plan. An advance payment to the treatment plan is not a deposit. The deposit cannot be used to pay the debt under the treatment plan.
Read about how to debit funds from a deposit above in this article.
Read about making an advance payment for services from the treatment plan in the article Treatment plans.