Financial Transactions

Post charges, payments, and other adjustments with your ViewPoint financial tools. You can automate many types of financial transactions to be sure charges, late fees, and payments are properly applied and recorded in your patient accounts.

More Information

Completed Contracts Option - Contracts that are fully paid do not appear in the list of accounts when you are posting transactions unless you enable the display completed contracts option at the top of the window.

Login location and transaction credit - As you log into ViewPoint, you may select your office location. Any receipts you post will be credited to that office, regardless of the office assigned to the patient folder. If you do not select a location as you log in, receipts you post are credited to the patient's home office. In addition, receipts are always posted to the orthodontist currently assigned to the patient folder.

• Financials
  • Set Up Financials
  • Patient Contracts
  • Transactions
    • Adjust Charges
    • Auto Receipt Set Up
    • Auto Receipt Payments
    • Bulk Payments
    • Patient Ledger
    • Payments - Cash
    • Payments - Credit Card
    • Payments - Debit Card
    • Payments - OrthoBanc
    • Post Charges
    • Post Charge Subgroup
    • Post Late Fees
    • Post Refunds
    • Reverse Transactions
    • Transfer Payments Between Accounts
    • View Auto Receipt Log

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