Settle an Invoice with an Advance

You can watch this video to learn how to accept an advance payment. If you’d rather read about it, just scroll down. This is how you use an Advance to settle an invoice: In the Billings tab, click on the Payments option and click on Add Payments. If you haven’t already selected a patient, you […]

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Making a Refund

You can see how to make a refund against an Invoice and against and Advance here. Refunds Against an Advance: You can see how to refund an Advance from this video. We’ve also included written instructions below that. If you want to Refund Looked into. Lot than how to tell if someone is spying on […]

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Automatic ID Generation for Patients and Invoices

Auto ID Generation: You can automatically generate identification numbers for new patients and new bills that are added to your Practo Ray account. This function is enabled by default when you create your account. In order to view this function, click on the Settings icon on the top-right corner. You will see a drop down menu, […]

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Know the daily and monthly stock consumption of an item

This feature is now a part of Practo Ray Pro plan. To know the daily and monthly consumption of an item, on the menu bar click on reports and Select Report Category as ‘Inventory’ On the right, select the category “Daily Stock Consumption Item Wise”, then you select the “Item Name” from the drop down […]

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Add Planned Procedures to Appointments

On the calendar page, hover your mouse over the appointment and click ‘Edit’ to select the appointment. A new window with all the captured details for the appointment will appear. You can enter the procedures planned for that session in the space provided. You can either choose from the planned procedures or even enter new […]

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How to activate and use Quick Booking for adding appointments

Log into your Practo Ray account. On your calendar page, click on the ‘More’ button on the left side. This will show you a host of options. Click on ‘Quick Book’. This will enable the quick book feature. Once you have enabled the feature, any appointment you book will open a page on top of […]

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Cancel an invoice

Cancellation of an invoice can vary depending on whether your patient has already made a payment against the invoice or not. Scenario 1: If your patient has already made a payment Step 1: You can search for your patient for whom you want to cancel the invoice, using the search option. To learn how to […]

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How to set your clinic timings

To set your clinic timings,  go to the top-right corner and click on the Settings Icon and click on Settings.  Click on ‘Calendar’ located on the left side menu on this page. This will take you to the Practice timings page where you can set the specific timings for your clinic.   If the clinic […]

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