Generating a Patient's Financial Summary Report

You can generate and print a Patient's financial summary by date range for record-keeping or insurance purposes. There are two ways you can generate this Financial Summary report.

Method One: From a Patient Profile

  1. Click on the Patient's name.
  2. Click on the Three Dots in the top left screen.
  3. Click on View Financial Summary.
  4. Select the Date Range (top right).
  5. Click on ‌Export.
  6. Select Print, Email, or Download.

Method Two: From the Reporting Feature

  1. Click the Report icon on the left side of the navigation bar.
  2. Click on Patient Financial Summary.
  3. Enter the Patient's Name.
  4. Select the Date Range (top right).
  5. Click on Export.
  6. Select Print, Email, or Download.

Deleting a Credit on a Patient's Account

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 generate and print a Patient's financial summary by date range for record-keeping or insurance purposes. There are two ways you can generate this Financial Summary report.

Method One: From a Patient Profile

  1. Click on the Patient's name.
  2. Click on the Three Dots in the top left screen.
  3. Click on View Financial Summary.
  4. Select the Date Range (top right).
  5. Click on ‌Export.
  6. Select Print, Email, or Download.

Method Two: From the Reporting Feature

  1. Click the Report icon on the left side of the navigation bar.
  2. Click on Patient Financial Summary.
  3. Enter the Patient's Name.
  4. Select the Date Range (top right).
  5. Click on Export.
  6. Select Print, Email, or Download.

You can generate and print a Patient's financial summary by date range for record-keeping or insurance purposes. There are two ways you can generate this Financial Summary report.

Method One: From a Patient Profile

  1. Click on the Patient's name.
  2. Click on the Three Dots in the top left screen.
  3. Click on View Financial Summary.
  4. Select the Date Range (top right).
  5. Click on ‌Export.
  6. Select Print, Email, or Download.

Method Two: From the Reporting Feature

  1. Click the Report icon on the left side of the navigation bar.
  2. Click on Patient Financial Summary.
  3. Enter the Patient's Name.
  4. Select the Date Range (top right).
  5. Click on Export.
  6. Select Print, Email, or Download.

Deleting a Credit on a Patient's Account

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

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Get started with
Noterro today!

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

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice