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View Invoice, Payment, Patient Detail and Patient Label from queue
Go to 'Queue' Navigate to the patient you want to view details of and select the three dot menu on the far right this menu will appear and will send you to each page Invoice Transaction: Payment Transaction: Patient Detail: Patient Label:
Apply insurance plan for patient in invoice
Video Tutorial Go to ' Current Patient ' Click on ' Invoice ' Go to ' invoice ' and click on the three dotted menu Click ' view invoice ' under insurance select the insurance Co pay and insurance amount will be applied to the above
View credit note apply records method one
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' invoice ' Select ' View Invoice ' Click ' Apply Record ' View records here
Check Refund Record
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Find refunded invoice Click on ' View Invoice ' Click on ' Refund Record '
Print a refund
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Find refunded invoice Click on ' View Invoice ' Click on ' Refund Record ' Click on print icon to print record