Receiving Accounts

This document details the Receiving Accounts feature found under Settings in your HelloClinic system. This page is fundamental to your clinic's financial management, allowing you to define all accepted payment methods.

Feature Overview

The Receiving Accounts feature allows you to create a list of all your payment methods. Items set up here will directly appear as options in the payment interface of the Checkout module.

This is a crucial foundational setting. By precisely defining the attributes of each payment method, you can:

• Standardize Payment Processes: Provide front desk staff with clear, consistent payment options at checkout.
• Accurately Calculate Costs and Revenue: Set handling fee rates for payment methods like credit cards, allowing the system to calculate net revenue accordingly.
• Differentiate Account Types: Mark non-immediate payment methods like "Corporate Monthly Billing" or "Insurance Billing" as "Receivable Accounts" for easier tracking later.

Common Receiving Account Examples:

• Cash
• Credit Card
• Bank Transfer
• Octopus
• Health Care Voucher
• Corporate Account

Main Interface Description

The main interface is divided into a "Background List" and a "New Receiving Account" window that appears when you click "+ Create Receiving Account."

1. Receiving Account List and Search

This is where you manage all your established payment methods.

• Search: You can enter keywords for the account name to quickly find it.
• Add Account Button:
  • [+ Create Receiving Account]: Located in the top right corner of the page, click this button to add a new payment method.
• List Fields:

Field Name	English Name	Description
名稱	Name	The name of the payment method, e.g., "Cash."
手續費率	Handling Fee Rate	The percentage of the handling fee charged by the payment institution (e.g., bank) when using this method.
應收帳戶	Receivable Account	Indicates whether this method is for non-immediate collection (e.g., on account), treated as accounts receivable for accounting purposes.
POS付款	Is POS	Indicates whether this method is for on-site, point-of-sale payments at the front desk.
操作	Actions	Operations that can be performed on the account (e.g., edit, delete).

2. New Receiving Account Window

After clicking the [+ Create Receiving Account] button, this form will pop up for you to define the attributes of your new payment method.

Main Operation Workflow

How to Add a Receiving Account?

1. On the "Receiving Accounts" main page, click the [+ Create Receiving Account] button in the top right corner.

2. The "Create Receiving Account" form window will appear.

3. Please fill in the following fields in order:

   • Name (Required): Enter the name of the payment method, e.g., "Credit Card" or "AlipayHK."
   • Handling Fee Rate (Required): Enter the handling fee percentage for this method. For example, if the credit card fee is 2.5%, enter 2.5. For cash, enter 0.
   • Receivable Account:
     • Purpose: Used to mark payment methods that are not received immediately.
     • Operation: For items like "Corporate Monthly Billing" or "Insurance Billing" that require post-payment collection, enable this toggle. For immediate settlement methods like "Cash" or "Credit Card," keep it disabled.
   • Is POS:
     • Purpose: Used to mark whether this is an on-site, real-time payment method at the clinic's front desk.
     • Operation: For methods like "Cash," "Credit Card," "Octopus," please enable this toggle. For "Bank Transfer" or the "Receivable Accounts" mentioned above, keep it disabled.

4. Once you've filled in all the information, click the [Create] button in the bottom right corner.

Application of Receiving Accounts

Once set up, when front desk staff process patient payments on the Checkout page, your created accounts will appear in the "Payment Method" dropdown menu (e.g., "Cash," "Credit Card"). Staff can then select the appropriate method to record the transaction. This data will directly influence the analysis results in your Finance Reports.