Page 57 - R2P Front Desk Manual v1

● For a Credit Card payment, record the last 4 digits of the card number in the
Authorization / Check # box.
● For a Check, record the check number in the Authorization / Check # box.
Click the arrow at the bottom right to Save & Close, or use the dropdown to select Save & Print
History before clicking the arrow.

Additional Steps for payment made by check or cash:

If a payment is made by check:
● Confirm check payment and check number are recorded in patient’s WebPT chart.
● Place original check in the daily receipt envelope.
● Evening Clinic Coordinator will make a copy of all checks from the day to be scanned in
with the daily payment log.
● After copies of checks have been made, put originals in black money bag for deposit.

If a payment is made by cash:
● Confirm cash payment is recorded in patient’s WebPT chart.
● In the Cash Receipt book in front desk drawer, record the patient’s name, date, amount
paid, and sign your name.
● Tear out the top white copy and place it in the daily receipt envelope.
● Leave the bottom yellow copy in the cash receipt book as a record of payment.
● If the patient requests a receipt, you can either print a large receipt from WebPT or print
a cash receipt from the credit card machine by pressing the number 9 key and entering
the Cash Amount.

Last Update: 7/9/19