Viewing Invoices
Navigate to the Invoices Tab from the left-side menu.
The invoice list will display invoice numbers, dates, patients, practitioners, amounts, and statuses.
Viewing Invoice Details
Click on an invoice from the list to open the detailed view.
The details include the patient, practitioner, invoice items, total amount, and payment status.
Printing Invoices
Open an invoice.
Click the Print button at the top right.
A PDF preview of the invoice will appear.
Use the browser’s print options to save or print the invoice.
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 at the top of the invoice list.
Select a filter option: Patient, Practitioner or Status.
Apply the desired filter to refine the invoice list.
Searching by Date Range
Click on the Date Range field in the top right.
Select a start and end date from the calendar.
The list will update to display invoices within the chosen range.
Resetting Filters
Click the Reset button at the top to clear all applied filters.
The invoice list will return to its default view.
By following these steps, you can efficiently manage invoices in LinkHMS, ensuring accurate record-keeping and easy access to billing information.