Patient Financial Summary / Financial Statement

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 icon (left side of the navigation bar).
  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.

Removing Patient Credits in Noterro: Error Adjustment Guide

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 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 icon (left side of the navigation bar).
  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.

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 icon (left side of the navigation bar).
  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.

Removing Patient Credits in Noterro: Error Adjustment Guide

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