The Financial Tab in the Patient Profile gives you a comprehensive view of a specific patient's financial details. You can easily view the patient's current charges, applied payments, any remaining balance, and other important financial information.

To view a specific patient's financial data, navigate to the Patient's Profile. At the top of the Patient Profile, click the "Financial" tab.

On the Financial tab, you'll see important metrics called out at the top, and underneath, a series of tabs related to the patient's financial history and payment.

For more information on Payment Methods and Payment Plans, visit our help articles covering these topic.