Record patient advance

ModuleCash box

Suggested profileCashier / Reception

PermissionCASH_BOX: WRITE

StatusValidated

Objective

Record an advance payment from a patient, leaving the balance in favor to be applied to future appointments, services or charges.

Before starting

• Have an open cash box.
• Have CASH_BOX: WRITE.
• The patient must exist and be active.

Step by step

1. In the Cash box module, open the Movements tab.
2. Click the Advance payments button (in the module's navigation bar, near the header configuration area). If the operation is from the appointment drawer, the advance payment dialog opens.
3. Enter:
   • Patient (search by name or medical record).
   • Amount and payment type.
   • Service or charge to which the advance will be applied, if already defined.
   • Observations.
4. Confirm with Save.

Expected result

• The advance is recorded in the active cash box.
• The patient has a balance in favor visible in their information drawer and in flows that apply charges (appointments, services, CryoBank).
• The Total Income widget of Cash box is updated.

Pending: add screenshot of caja-anticipo-01-dialogo.png.

Common errors

Situation	What to do
The Advance payments button does not appear	There is no open cash box or the user does not have permission.
The advance does not appear in the patient	Refresh the patient's record; the balance is updated when confirming the advance.
The amount is not correct	If the advance has already been applied, it cannot be edited. Record a new one for the difference.

Suggested permissions

• CASH_BOX: WRITE.

Relation with other modules

• Patients: the balance in favor is visible in the patient's record.
• Schedule: when charging an appointment, the system may suggest applying the available advance.
• Gamete bank: advances can be destined to CryoBank charges.