Payment report
The payment report helps reconcile patient payments: online requests, paid services, additional actions, and consultations that go through the clinic payment system.
If the clinic does not use payments through Medsenger, this report may be unavailable.
When to use it
Open the report when you need to:
- check whether a patient paid for a request;
- compare the amount with a service or doctor;
- find unpaid, cancelled, or failed payment;
- prepare data for accounting;
- understand why a consultation or action did not open after payment.
What is shown
The column set depends on the connected payment system and clinic settings. Usually it shows:
- payment date;
- amount;
- patient;
- service or assignment;
- status;
- linked request or consultation;
- doctor if the payment is linked to a doctor;
- payment number in the payment system.
Payment statuses
| Status | Meaning |
|---|---|
| Created | Patient received payment link, but payment is not confirmed yet |
| Paid | Payment confirmed by payment system |
| Cancelled | Order cancelled or patient did not complete payment |
| Error | Medsenger did not receive correct status or payment system returned an error |
If the status in Medsenger differs from the status in the payment system cabinet, rely on the payment system and report the mismatch to Medsenger support.
If the patient paid but the consultation did not open
- Find the payment in the report.
- Check status in the payment system cabinet.
- Open the linked request or consultation.
- Check service settings: manual confirmation, automatic opening, action after payment.
- If the consultation must be opened manually, process the request under clinic rules.
- If status does not update, send Medsenger support the payment number, patient email, payment time, and a screenshot of status in the payment system.
Connection with requests
In online booking, payment may be a step before request confirmation or before automatic consultation opening.
If automatic opening with payment is enabled, the consultation is created after successful payment confirmation. If manual confirmation is enabled, the administrator still checks and confirms the request.
Connection with paid actions
In an active consultation, payment may open a separate action: for example, video call booking or an additional service.
Check not only price, but also what should happen after successful payment.
What to export
Before sending a report to accounting, check period, statuses, amounts, and test payments.
Do not send medical details to employees who only need financial data.