Overview
To view and manage your Invoices, you'll leverage the Invoice queue. Navigate to the Billing tab, and go to Invoices.
This is your Invoices queue where you can view all of the Invoices in your system. Important details that are easily visible include the Patient associated with the Invoice, the charge and balance, Service Location and Payer/Plan information, and the Invoice Status.
Filter and Locate Specific Invoices
To locate specific Invoices, you can use the filters at the top to search by Patient Name, ID, Invoice ID, Status, or Date of Service. You can also click on the Filters button for more filter options. To learn more about how to create and save filters for efficiency in your workflow, visit our article on Saved Filters in the Invoice queue.
Manage Invoices
From the blue plus sign on this sub-tab you can choose to:
Print patient statements