Viewing a Patient's Billing History

1. Select the Accounts menu.
2. Choose Transaction Listing.
3. Use the Find Patient button to switch between different patients' transaction listings.

• The transactions visible can be adjusted using the Filter section in the top right corner. In this section, you can apply a date range, view transactions for a specific location, and filter the types of transactions visible in the transaction list.
• The Colour Key on the right-hand side can be used for a visual reference of transaction types (e.g., invoices in blue, payments in green).
• The Action pane can be used to perform actions, including:
  • Reverse an invoice or payment
  • Apply adjustments (credits, bad debts, changes to fees)
  • Issue a refund
  • Print statements
• In the Accounts pane, you can perform actions including:
  • Create invoices
  • Receive payments
  • Allocate payments to invoices
  • Create quotes
• The Print button can be used to create a transaction details document for the current patient or all patients.

The transactions are divided into four sections:

Transactions: This section can be viewed using the Invoices tab or the Items tab.

• The Invoices tab includes invoices, payments, credits, adjustments, bad debts, refunds, and reversed transactions.
• The Items tab displays all individual item numbers that have been invoiced.

Quotes & On-Hold Invoices: This section lists any quotes that have not been converted into an invoice, as well as invoices that are on-hold.

Allocations: This section provides details on the specific payments allocated to a selected invoice, or which invoice a payment relates to.

Outstanding Invoices Summary: This section provides debtor information, including:

• Outstanding balances in age brackets (current, 30, 60, 90, 120 days)
• Total outstanding amount
• Any available credit