Payment Allocation can only be enabled by the Support Desk, but once it has been enabled it cannot be turned off. Therefore any request for it to be enabled must be made in writing (i.e. email) to the support desk.
In the meantime, you can create a query that will display a list of patients who are in credit:
- From the Patients Selector screen click Query Wizard.
- Click New Query.
- If the Welcome to the Query Wizard screen appears, click Start.
- Click Next.
- Click Specify Attributes.
- In the Field list on the left-hand side, select Balance and then click Add.
- In the Criteria panel, select is less than or equal to from the Operator drop-down list to the right of Balance.
- Double-click in the Value field to the right of Balance and type -£0.01
- Click OK.
- Click Finish.
- Click Save as New and type the name for the query.
- Click OK.
