How to Create a Patient Summary Invoice

  • Updated

Learn how to create a Patient Summary Invoice. 
 

When to Use This 

Use this article when: 

  • The patient is requesting a list of their paid invoices for tax purposes 
  • You want to send a statement of account for patient who pays on a schedule  
  • A third-party is looking for a record that includes payments 

 

Creating a Patient Summary Invoice 

  1. Go Reports 

  2. Under Invoicing, select Patient Summary Invoice

     

 

  1. Select your parameters:
    • Patient Name 
    • Start Date
    • End Date 
    • Clinic
    • Billing Practitioner
    • Filter By 
    • Insurance Company 
    • Filter by Department 
    • Include only Insurance Items 
    • Filter by Payment Type
    • Display Individual Payments
    • Display Invoice Notes
    • Include Payments without invoices
    • Assign 'Bill To'
    • Assign Signing Practitioner 

 

 

💡Tip: Select Display Individual Payments if you want payments to appear on the Patient Summary Invoice

 

  1. Click Create or Email Report 

 

Result

You've generated a Patient Summary Invoice based on your report parameters:

 

 

Was this article helpful?

2 out of 3 found this helpful