Patient Accounts

 

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View and manage every invoice associated with the selected patient, including both patient and appointment invoices.

 

 

 

Overview

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The Accounts tab provides a complete financial history for the selected patient. Every invoice issued to the patient is displayed in one place, including invoices created directly for the patient as well as invoices generated from appointments.

From this screen you can quickly review outstanding balances, create new invoices, open existing invoices and monitor the patient's payment history without leaving the Patient Record.

 

Common Tasks

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The following common tasks can help you get the most out of this screen:

 

Create a new invoice

1. Click New Invoice.
2. Complete the invoice details.
3. Save the invoice.

 

Open an invoice

1. Double-click an invoice in the list, or
2. Click the Edit button beside the invoice.

 

Find an invoice

1. Enter part of the invoice status, owner, reference number or summary into the search box.
2. The invoice list filters automatically.

 

Review outstanding balances

1. Look for invoices displayed in red or orange.
2. Open the invoice to record additional payments if required.

 

 

Screen Reference

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A detailed description of various screen elements:

 

Patient Navigation

The navigation panel on the left provides access to every section of the Patient Record. Selecting Accounts displays all invoices associated with the current patient.

 

Search Box

Filters invoices by payment status, owner, reference number or invoice summary, making it easy to locate specific invoices.

 

Invoice List

Displays every invoice belonging to the patient, including:

• Patient invoices created directly against the patient.
• Appointment (visit) invoices created during consultations.

Each invoice displays its date, reference number, invoice type, recipient, payment status, invoice total, outstanding balance, summary and owner.

 

Invoice Status Colours

Invoice text is colour coded so payment status can be recognised immediately.

• Black – Invoice has been paid in full.
• Orange – Invoice has been partially paid.
• Red – Invoice is unpaid.

 

Edit Invoice

Opens the selected invoice allowing invoice items, payments and other details to be viewed or updated.

 

Delete Invoice

Removes the selected invoice from the patient's financial history.

 

New Invoice

Creates a new invoice for the current patient without leaving the Patient Record.

 

Patient Financial History

Because both patient invoices and appointment invoices are displayed together, this screen provides a complete financial history for the patient, making it easy to review previous charges, outstanding balances and payment activity.

 

Save

Saves any changes made to the Patient Record.

 

Cancel

Closes the Patient Record without saving any unsaved changes.