Account Number Filter and Email Receipt Option in Online Payment Log

What’s New?
The Online Payment Log now includes two new features:

1. Account Number Filter – A filter field allows users to search payments by patient account number, narrowing results to a specific patient. An Account No. column is also displayed in each payment row.

2. Email Receipt Option – An email icon is added at the end of each payment row to allow quick emailing of receipts.

How This Benefits You

• Faster Lookups – Quickly find payment records for a specific patient using their account number.

• Efficient Communication – Send receipts directly from the listing page without navigating elsewhere.

• Visual Cues – Colored email icons indicate whether a receipt has already been emailed.

• Audit Friendly – Every sent email is logged with a timestamp and user ID.

How It Works

• Use the Account No. filter above the payment grid to search for transactions tied to a specific patient.

• Each row includes an email icon at the end:

  • Blue = receipt not yet emailed

  • Orange = receipt already emailed

• Hover to see the tooltip: “Send this receipt via email.”

• Clicking the icon opens a popup:

  • If an email exists, it’s shown as non-editable with a ✕ option to clear.

  • If no email is stored, an editable field appears.

• After entering or confirming the email, click Send.

  • The system validates the email format and sends the receipt.

  • A confirmation message appears and the event is logged.