1. Begin by navigating to your specific company instance or utilizing your designated login link to access Dazos CRM.
2. Once logged in, locate and click on "Accounts" in the main navigation or dashboard. This will display a list of all patient accounts.
3. Click on the specific patient's account to whom you wish to add charges or send a statement. This action will open their account details.
4. Within the patient's account overview, click on the "Transactions" tab. This section manages all financial movements related to the account.
5. Click on the "Add Charges" button. This will open a form to input new financial charges.
6. Click on the "Charge Date" field and select the appropriate date for the charge.
7. Click on the "Transaction Category" field and choose the relevant category that best describes the charge (e.g., "Service Fee," "Consultation," etc.).
8. In the designated field, accurately input the Amount of the charge.
9. After entering all charge details, click "Save" to apply the new charge to the patient's account.
10. After saving the charges, or at any time you wish to send a statement, click on the "Patient Balance" section within the patient's account.
11. In the provided field, accurately enter the patient's email address where the statement should be sent.
12. You have two options for sending the statement:
Click "Send Statement" to immediately send a standard statement.
Click the down arrow next to "Send Statement" to reveal options for sending either a "Summary Statement" or a "Detailed Statement," allowing you to choose the level of detail provided.
13. After successfully sending the statement, click "Close" to exit the statement or transaction window.
