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Common Actions in Account Statement

1. Review account statement by extensions 2. Print or download report 3. Download Excel version

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de 2 años
  1. Review account statement by extensions

    In order to print or download the account statement, you must first search for a patient and select it from the results. Here we show you the step by step:

    • Go to Account Statement

    • Enter the patient name and press Enter to search

    • Select the encounter from the list of results. Here you can also see data for every encounter such as patient type, specialty, status, admission date and discharge (if applies) and closing date (if applies):

  2. Print or download report

    After entering any encounter from the search menu, you will have to select the extension for which you will be generating this report, also you must select the order (Order by) , which could be: a ) Category, product and date, b) Category and date, c) Date and Product or d) Date.

    Here you can aslo select if you wish to include the package prices and if you wish to see the taxes amount.

    Once you're done, click printer icon to download the pdf.

    Report for the extension will look as follows:

  3. Download Excel version

    If you wish to download an xls file (Excel) for this report, click context menu and select Download Excel file:

    This will download an excel file of this report :

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