Accessing Invoices
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Navigate to Patients: Click on the Patient Tab from the main menu.
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Select a Patient: Find and click on the patient whose invoices you want to manage.
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Go to the Invoices Tab: In the patient’s profile, navigate to the Invoices section.
Viewing Invoices
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The invoice list will display details such as Invoice Number, Date, Practitioner, Amount and Status.
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Users can see all invoices associated with the selected patient.
Printing Invoices
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Open the desired invoice.
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Click on the Print button.
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The invoice will be generated in a printable format, including clinic details and patient information.
Updating Invoice Status
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Locate the invoice you want to update.
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Click on the Status dropdown.
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Select one of the available statuses: Unpaid, Paid, Claimed, or Cancelled.
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The status update will be reflected in the invoice list.
Filtering Invoices
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Click on the Filter icon.
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Choose filtering options such as Practitioner or Status.
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Apply the selected filter to refine the invoice list.
Sorting Invoices by Date
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Use the Date Range picker to display invoices within a specific period.
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Adjust the date range as needed to find older or recent invoices.
By following these steps, you can efficiently manage invoices within a patient’s profile, ensuring accurate billing and record-keeping.