Viewing a Patient's Account History

Highlight the patient in either the Patients list or the Appointments Book, then select Billing > Account History. This will display all the items billed to or for that patient. It will not display items billed to other members of their family.

To view all items billed to any member of a family, search for the Account Holder’s record in the Open > Account Holders window and then select Billing > Account History.

The Account History window will open as shown below.

This window lists all invoices on the left with the account holder name in bold.

If the patient has any deposits, these will be displayed in the Payments area, down the bottom of the Account History window.

Click once to select an invoice and the items invoiced will be displayed in the top right hand side of the screen, with any associated payments, credits, deposits or discounts being displayed in the lower half of this screen.

Clicking on the individual items of the selected invoice will highlight the associated payment for that item in the payments area.

SHIFT + Click will allow you to select a list of invoices and their associated details, while CTRL + Click allows you to select multiple specific invoices. CTRL + A will highlight all invoices.

The Item, Fee, Discount and Credit columns can be modified by slow double-clicking to adjust the entered amounts.

Note: The Discount and Credit columns work on a cumulative basis, i.e the amount entered will be added to the existing amount.

Unpaid invoices only can be viewed by clicking the Show Outstanding button.

In this window, you can: