Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to use Payment Audits: find a payment's history, read what was logged, and add a note for your team. Every payment keeps its own history, so anyone on your team can catch up at a glance. Click Payments in the sidebar. Then click the payment to open it. At the bottom of the page is Payment Audits, a timeline of its activity, newest first.

Each entry shows who did it, what happened, and how long ago. At the top is a note from someone on the team. Below it, a line marks where an earlier day begins, and then come two refunds. Hover over the time to see the exact date and time. Entries are added for you. Adding or changing the customer logs two: one on the payment, and one on the customer. Each refund is logged too.

You can also add notes of your own, such as why money was given back, or what you discussed with the patient. They stay inside the dashboard, so patients never see them. Click in the box and type. The toolbar adds bold, italics, lists and links. Check your text before you click Add Note, because once it's added, it can't be edited or deleted. A message confirms it's saved, and it appears at the top of the list, with your name and when it was added.

That's how to use Payment Audits in Prahsys. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.