How to Run the Patient Summary Invoice Report

  • Updated

Create a high-level summary report of a patient's private appointments and/or insurance invoicing using the Patient Summary Invoice Report.

Step-By-Step Instructions

Step 1

Select Reports on the left-hand nav bar.

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Step 2

Under Invoicing, select Patient Summary Invoice.

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Step 3

Enter the Patient Name and select your data filters.

Note: If you want the payments to appear on the summary select Display Individual Payments.

 

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Step 4

Click Create.

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Sample Report

 

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