How to Configure a Default Minimum Deposit
You can now configure Uprise to require a minimum deposit to be collected before posting the invoice in order to better safeguard receivables and avoid uncollected balances. When utilizing this feature the invoice screen will not allow the user to post an invoice until the minimum payment/deposits are entered. Additionally, you can require professional fees to be paid in full independent of a required deposit on materials.
For practices that do not wish to require a minimum deposit amount or collection of full payment on professional services, this feature does not need to be configured.
1. Admin > Setup > Organization
When configuring the minimum deposit required, enter the desired percent in the Minimum Deposit (%) field.
If you require professional fees to be paid in full before posting the invoice, select Enabled for the Require Full Deposit For Services toggle.
For example, if the materials on the order totaled $200 and a professional fee of $100, the Invoice screen will not allow the user to post the invoice until $200 in payments are recorded.
2. Once the payment amounts and details have been added to the Invoice Select Pay
Note: If there is a patient responsibility the “post” button is not displayed, just the "pay" button
3. The payment window will open. Payment amount must match the total for the services plus the deposit amount %
4. Once the payment equals the total amount for services select Next
5. Enter in payment details > Post Payment
You can select Add Payment if a split payment is needed.
