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.
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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