Generating a Patient's Financial Summary Report

You can generate a Patient's Financial Summary for a specific 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 next to Patient's name.
3. Click on Financial Summary.
4. Select the Date Range.
5. Click on ‌Export.
6. Select Print, Email, or Download.

Method Two: From the Reporting Feature

1. Click the Report (top left header).
2. Click on Patient Financial Summary.
3. Under Select Patient, enter the Patient's Name.
4. Select the Date Range.
5. Click on Export.
6. Select Print, Email, or Download.