Patient Financial Summary / Financial Statement

You can print a patient's financial summary or financial details, or email the patient's financial summary or financial details by date range. There are two ways to access the Financial Summary.

Method One:

  1. Click on the Patient's name
  2. Click on the Three Dots in the top right screen
  3. Click on Financial Summary
  4. Enter the Patient's Name
  5. Select the Date Range (top right)
  6. Click on the Three Dots in the top right screen
  7. Click the Print/Email Financial Summary or Print/Email Financial Details
  8. Click the Print or Email

Method Two:

  1. Click on the Report icon (under the Money icon) in the left navigation
  2. Click on Patient Financial Summary
  3. Enter the Patient's Name
  4. Select the Date Range (top right)
  5. Click on the Three Dots in the top right screen
  6. Click the Print/Email Financial Summary or Print/Email Financial Details
  7. Click the Print or Email

Add Credit Card to Patient's / Client's Account

Adding Credit to a Patient's / Client's Account

Delete Credit Card from Patient/Client's Account

You can print a patient's financial summary or financial details, or email the patient's financial summary or financial details by date range. There are two ways to access the Financial Summary.

Method One:

  1. Click on the Patient's name
  2. Click on the Three Dots in the top right screen
  3. Click on Financial Summary
  4. Enter the Patient's Name
  5. Select the Date Range (top right)
  6. Click on the Three Dots in the top right screen
  7. Click the Print/Email Financial Summary or Print/Email Financial Details
  8. Click the Print or Email

Method Two:

  1. Click on the Report icon (under the Money icon) in the left navigation
  2. Click on Patient Financial Summary
  3. Enter the Patient's Name
  4. Select the Date Range (top right)
  5. Click on the Three Dots in the top right screen
  6. Click the Print/Email Financial Summary or Print/Email Financial Details
  7. Click the Print or Email

You can print a patient's financial summary or financial details, or email the patient's financial summary or financial details by date range. There are two ways to access the Financial Summary.

Method One:

  1. Click on the Patient's name
  2. Click on the Three Dots in the top right screen
  3. Click on Financial Summary
  4. Enter the Patient's Name
  5. Select the Date Range (top right)
  6. Click on the Three Dots in the top right screen
  7. Click the Print/Email Financial Summary or Print/Email Financial Details
  8. Click the Print or Email

Method Two:

  1. Click on the Report icon (under the Money icon) in the left navigation
  2. Click on Patient Financial Summary
  3. Enter the Patient's Name
  4. Select the Date Range (top right)
  5. Click on the Three Dots in the top right screen
  6. Click the Print/Email Financial Summary or Print/Email Financial Details
  7. Click the Print or Email

Add Credit Card to Patient's / Client's Account

Adding Credit to a Patient's / Client's Account

Delete Credit Card from Patient/Client's Account

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming