Articles on: Financials

How to view Client History when creating a New Bill

Let us see how we can view a Patient’s Summary directly from the New Bill page in just a click.

1. Under Financials, Go to New Bill | Search or select a Patient.

2. Next Clink on _See More_ on the left beside the Patient Name. This opens the Patient Summary on the right. Patient Summary provides you with a bird’s eye view of the patient’s history with the clinic. Also, any important notes that you may have added to the patient demographics page is also visible.

Updated on: 06/06/2023

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