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Using Products in Payments

Overview

Products are added to payments when the Encounter Type is set to "Retail Payment".
Clicking "Add Item" allows selecting products from the Product List.
The Price, Tax Amount, and Total are auto-calculated.
➡ Next Step: Users can process payments with retail products.

Step-by-Step Guide

Step 1: Navigate to the Payment Page

Log in to the Lab3 BillPay Dashboard.
Click "Pay" from the left sidebar menu.
Search for and select the account for which the payment is being made.

Step 2: Select "Retail Payment" Encounter Type

In the Selected Accounts section, enter:
Payment Amount (optional)
Encounter Type → Select "Retail Payment"
A Line Items Section will now appear.

Step 3: Add Retail Products to Payment

Click "Add Item" in the Line Items section.
Select a product from the list (products are pulled from the Products tab).
The system will auto-fill:
Price
Taxable Status
Total (including tax, if applicable)
Repeat the process if multiple products need to be added.

Step 4: Process the Payment

Review the Line Items and Total Amount.
Select the Payment Method (Credit Card, Cash, etc.).
Click "Process Payment" to complete the transaction.
The retail product sale is recorded in the patient’s transaction history.
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