Accessing Invoices
- Open the Billing tab from the left-side menu.
- Review the list of invoices, which includes columns for invoice numbers, creation date, patient names, change date, category, amounts, paid, balance due, claim and invoice status, to select the necessary invoice.
Searching the Invoice
- Use the search bar to locate a specific invoice faster.
Filtering Invoices
- Apply the in-built Status filter to search for the invoice based on the payment status, such as All, Unpaid, Cancelled, Partially Paid, or Paid.
- Apply the in-built Claim Status filter to search for the invoice based on the claim status, such as All, Claimed, Not Claimed, Cancelled, or Denied.
- Apply the in-built Category filter to search for the invoice based on the category, such as All, Service, or Pharmacy.
- Click the Filter icon to add extra filters for Patient, Change Date, Amount, Paid, and Balance Due.
- Apply the chosen filters to shorten the list and locate the necessary invoice.
Searching by Date Range
- Click on the Date Range field in the top right.
- Select a start and end date from the calendar. The list will update to display invoices within the chosen range.
- Find the required invoice and click to view its details.
- Use the complete guide on How to manage and edit invoices for step-by-step instructions and detailed information on working with invoices.