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hiren1
Canine II

Previous Invoice

Dear Team,

How do I print previous invoice as insurance company wants all itemized invoice for one of patient from 2019.

Regards

Sony

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liamrushton
CS Dental Employee
CS Dental Employee

Re: Previous Invoice

If the invoice was printed in 2019, then you will be able to go to the comms tab for the patient, and double click the invoice, this will launch a copy of the invoice that can be printed.

If the invoice was not printed in 2019, then its not possible to print out an invoice from R4 for this date range

Instead it is possible to print the patients full financial history to excel that then  could be modified to just display the relevant information. 

Inside the patients financial tab, click "show all financial history"
Click Print.
The patients full financial history will display in excel.

You can also reprint the treatment plan for a full itemisation of what was done:

In the patient record, click Treatment
Click Show Old Plans
Highlight the plan from 2019.
Click Print.

Kind Regards
Liam Rushton
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