Patient Billing Dashboard

Billing ››
Parent Previous Next

Patient Billing Dashboard viewer is available under the Billing tab



This viewer displays an overview on the patient's billing.


Visual structure

1.Left side bar

   1.1. Permits the selection of a new patient in the upper-left part

   1.2. Displays the patient's name and address

   1.3. Allows the entering or a new Invoice, Payment or Receipt for this patient

2. Content - displays the content selected in the left side bar


How to use the Dashboard

1. Open a patient in the dashboard by typing part of the name in the top-left box. You can press the button for more search details


Overview panel

The current billing debit, credit and balance and the monthly values for the current patient


Sold Items

A summary of the sold items and their value in the selected date range, for the current patient


Invoices

A list of invoices in the selected date range, for the current patient

1. To edit or delete an invoice, right click the invoice and select Edit or Delete


Payments and Receipts

A list of invoice payments and receipts in the selected date range, for the current patient

1. To edit or delete a payment or receipt, right click on it and select Edit or Delete