Add Option to Display Provider and/or Practice Name on Payment Receipts

What’s New 

• A new subsection, Payment Receipt Display Options, has been added under Settings > Practice > My Practice Settings > Reports > Receipts.

• Three new configuration options are available for receipt headers:

  • Provider Name (provider only)

  • Practice Name (practice only)

  • Provider Name and Practice Name (both together)

• The receipt header updates dynamically based on the selected option.

• Default behavior remains unchanged until modified (both names displayed).

• Applies to all payment receipts, including POS, patient payments, and copay receipts.

• Configuration changes are captured in the system audit trail.

• Only users with access to Practice Settings can modify these options.

• Changes take effect immediately for newly generated receipts; historical receipts remain unchanged.

How It Works

• Navigate to Settings > Practice > My Practice Settings > Reports > Receipts.
• Locate the new Payment Receipt Display Options subsection under the Payment Receipt section.
• Select one of the three display options: Provider Name, Practice Name, or Provider Name and Practice Name.
• Save the configuration
• Newly generated receipts will automatically display the selected name format.
• Previously generated receipts remain unchanged for auditing and historical accuracy.

Benefits

• Allows practices to customize how names appear on receipts to match their branding preferences.

• Ensures visual consistency across all printed financial documents.

• Reduces manual edits and eliminates the need for external formatting.

• Enhances clarity for patients, particularly in multi-provider environments.

• Supports audit requirements by maintaining consistent and accurate ownership identification.