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