We don't know about you, but we love getting paid! 💁🏽♀️
There are two places to view Invoices! Want to view ALL of your current Invoices? Head to the Invoices Tab!
From here you may search by patient name, and you may also click each header to sort by:
Invoice Number
Patient Names
Created Date
Total Amount
Amount Due
Status
You can also search for a desired patient or adjust the Filters to focus on either a specific clinic if you are a multi-location account or Invoice Status!
Want to skip this and go straight to a specific patient's Invoice History? No problem! Head to the Patient Profile and go straight to the Financials tab:
The first thing you will see is a list of Line Items that can be exported for a Superbill, however, if you scroll a bit further down, you will find the patient's Invoices right below the Superbill:
This section will also allow you to adjust the Filters for Invoice Status and select the Headers for even more sorting capabilities!
Need to download Invoices in Bulk? We got you.
Scroll a bit further down the Financials tab of the Patient Profile, and you will see a list of every Invoice made for that patient. You can choose what you want to see with the Columns dropdown, as well as choose to download all Invoices, or Invoices by date. Your Invoices will be downloaded in a PDF format.
You can also sort the Invoices shown by Created date, Total Amount, Amount Due, and Status by clicking on their respective Column Headers, as shown below!
You can sort them from A-Z (first to last) by selecting each header once, and Z-A (last to first) by selecting the header again.
And there you have it! Easy pease lemon squeezy 🍋