There are many ways to find an Invoice to review it, record a payment or make adjustments.
Before you start...
Permission to Edit Patient Accounts is required to view or edit existing invoices.
Finding an Invoice for an Appointment in the Calendar
1. Click on the Appointment to view the invoice for.
2. In Classic view, click Invoice Raised in the top menu to access the Invoice directly.
Hot Tips
In Fresh view, click Invoice Raised in the bottom right corner.
Finding a Patient's Invoice from any Appointment in the Calendar
1. Click on any Appointment of the Patient.
2. In Classic view, click on Patient Info and click Patient Accounts.
Hot Tips In Fresh view, open the Patient tab.
Click Patient Account.
3. Find the Invoice and click on the Invoice number.
Finding an Invoice from the Patients Section
1. Key-in the invoice number in the box titled Invoice Number.
2. Click on the line containing the required Invoice to access the Invoice directly.
Finding an Invoice from the Patient Profile
1. Key-in demographic information of the associated Patient in the appropriate boxes.
2. Click on the Patient name.
3. Click Accounts on the left side menu.
4. Find the Invoice and click on the Invoice Number to open the required Invoice.