Note: Payment History is displayed in two locations, the Patient File, which list all invoices affected from a payment and in the Invoice screen which list how the payment was applied including any monetary change given to the patient. |
The Patient Payment History Ledger is a listing of all financial payment transactions for the patient in date order. Transactions may be printed by using the Print button.
PAYMENT TRACKING
Users can view which invoice was paid by each payment transaction. Selecting the drop down arrow (1) on the Payment Amount field, display a list of all invoices paid for the selected payment transaction.
1) Select the Financial tab
2) Select the Payment History button
3) Select the payment record you want to examine and click on the drop down button
4) The payment history for the selected record will be displayed in the drop down panel.
