The Invoice history screen is a historical listing of all invoices associated with the patient. The screen displays all invoices using a grouping of the invoices by status (by default). A user can modify the display to his needs (see below).
The top of the screen contains totals of various elements of the invoice history for the patient. Aging of the Accounts Receivable (AR) is available via the Graph displayed for the patient portion of the total AR with detail information available when using the View Accounts Receivable Summary button.
The Balance Due dial show the information for the patient with a green and red zone shown as defined by the system administrator in the system setting. The red zone represents the values that are above the user defined value for acceptable invoice amounts due amounts.
The Invoice rid permits sorting and grouping of information. When the grouping function is in use the totals displayed are applied to each grouping level.
You can view any invoice listed by selecting the Open Invoice button beside the invoice you wish to see or double clicking on the invoice you wish to open. This action will cause the invoice to be presented to you.
Note: You can locate a patient invoice by also using the Invoices button located in the front Office or Back office module.
Information Displayed:
The grid can display the information in many ways. In the image below the grid has the default grouping by status for the invoices. In addition a Filtering was done on the status field to only show the open invoices. Further sorting was done on the date field to sort the invoices in a descending order. The bottom section of the grid displays a total for each column as well as the number of invoices displayed. The grid content as displayed can be printed using the print button, a simple report will be printed which includes the patient name and number.
Modifying the Grid View of the Invoice List. (see Common Tools Grid Section for more information)
The grid can be manipulated by the user to only display the information they wish to see.
The grouping option allows the user to group invoices based on the columns dragged into the grouping area.
Grouping Area without any grouping.
Grouping Area with Columns added.
The user dragged the column heading "status" and then the "date" column heading to the grouping area to achieve the grouping displayed. The plus (+) and minus (-) sign expands or collapses a grouping showing or not the detail information it contains.
Sorting
Columns can be sorted by clicking on the column header. The sort sign will display if the sorting is descending or ascending.
Filtering
Users can filter columns to only show the information they require in the grid. Filtering can be done by using the Filter row or selecting a specific filet or creating a custom filter.
Filter Row
Enter the filter criteria in the filter row located at the top of the grid. More than one column can be used to filter items. Partial entries ( values starting with a value) in the column will be filtered based on the criteria entered.
Custom Filters
Users can create custom filters as required. Click on the column you want to filter and a drop down button will display. The dropdown will display the possible filters which the user can select or the user can choose custom to create a custom filter.
The Custom option will display a dialogue from which a user can create his filter criteria.
Once a Filter has been applied the grid will display the filter at the bottom of the grid. Users can clear the filer by selecting the Cancel (X) button or deactivate a filter by removing the check mark in the apply field or choose the Edit filter buttons to modify the filters.
Printing
Once you have configured the display grid to your needs you can print it's content by selecting the Print button. The information selected will print in a simple report containing the patient name and number followed with the grid information.
