How to Search for a Bill, Package and Payment
You can search for Bills, Packages, and Payments on the Patient Name, Invoice/Receipt number or by date. You can filter your search by giving a date range.
Let us have a look at how to use the Search function in Financials:
1. To Search for a Bill:
Go to Financials | Search Bill | Select a Date Range, if required | Select an Organization name from the drop-down list | Type in the name of the Billed Patient or Invoice No. and Search. The Bill will appear in the list below.
2. To Search for a Package:
Go to Financials | Search Package | select a Date Range, if required | Select an Organization name from the drop-down list | Type in the name of the Patient on a Package and Search.
3. To Search for a Payment:
Go to Financials | Search Payment | select a Date Range, if required | Type in the name of the Patient or Receipt No. and Search.
Let us have a look at how to use the Search function in Financials:
1. To Search for a Bill:
Go to Financials | Search Bill | Select a Date Range, if required | Select an Organization name from the drop-down list | Type in the name of the Billed Patient or Invoice No. and Search. The Bill will appear in the list below.
2. To Search for a Package:
Go to Financials | Search Package | select a Date Range, if required | Select an Organization name from the drop-down list | Type in the name of the Patient on a Package and Search.
3. To Search for a Payment:
Go to Financials | Search Payment | select a Date Range, if required | Type in the name of the Patient or Receipt No. and Search.
Updated on: 06/06/2023
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