Invoice Management In a Patient's Profile

Accessing Invoices

• Navigate to Patients: Click on the Patient Tab from the main menu.

• Select a Patient: Find and click on the patient whose invoices you want to manage.
• Go to the Invoices Tab: In the patient’s profile, navigate to the Invoices section.

Viewing Invoices

• The invoice list will display details such as Invoice Number, Date, Practitioner, Amount and Status.

• Users can see all invoices associated with the selected patient.

Printing Invoices

• Open the desired invoice.

• Click on the Print button.

• The invoice will be generated in a printable format, including clinic details and patient information.

Updating Invoice Status

• Locate the invoice you want to update.
• Click on the Status dropdown.

• Select one of the available statuses: Unpaid, Paid, Claimed, or Cancelled.
• The status update will be reflected in the invoice list.

Filtering Invoices

• Click on the Filter icon.

• Choose filtering options such as Practitioner or Status.
• Apply the selected filter to refine the invoice list.

Sorting Invoices by Date

• Use the Date Range picker to display invoices within a specific period.

• Adjust the date range as needed to find older or recent invoices.

By following these steps, you can efficiently manage invoices within a patient's profile, ensuring accurate billing and record-keeping.

Updated on: 30/04/2025