How to Create a Patient Invoices Report

Patients typically need copies of their individual invoices for tax purposes. For this reason, it is recommended you run the Patient Invoices Report for them. Follow the steps below to run a Patient Invoice Report.

Instructions 

1. Go to Reports 

2. Under Invoicing, select Patient Invoices

3. Set your Report Parameters: 
   • Patient: Enter the patient you are creating the report for 
   • Output
     • Summary: Gives a list of the invoices 
     • Invoices: Generates each invoice for the patient within the selected date range 
   • Start Date
   • End Date 
   • Status
   • Sort Order
4. Click Create