Review Patient's Payment History

1. A patient's review history can only be reviewed through the "Patients” list, accessible via three entry points.
   1. From the EMR Board Tabs, select “Patients.’’
      
   2. From the EMR Panel, click on “Patients” under “EMR Board.’’
      
   3. From the Left Navigation, click on the “EMR Board” dropdown and select “Patients”
      
2. From the patient list, click on three dots under the action column and select "View Patient Profile" for the specific patient.
   
3. On the Patient Profile page, users can view a patient's payment history by hovering over "More" and selecting "Invoices."
   Note: An ‘Invoice’ is a formal document issued to a customer that details the goods or services provided, their costs, taxes, payment terms, and the total amount due.
4. A list of invoices will be displayed, showing the patient's payment history, including invoice numbers and payment statuses.
   Note: You can view the patient’s payment history, but it cannot be edited to ensure accuracy and maintain financial record integrity.
5. Clicking on an invoice will display its details, including the Item Description, Quantity, Payment Type, Amount, Tax, Paid and Pending Amounts, Discounts (if any), Payment Method, and Total Amount.
   Note: ‘Item Description’ summarizes the product or service billed in the invoice. ‘Quantity’ is the number of units of the item or service purchased. ‘Payment Type’ is the payment category, such as full, partial, or installment. ‘Amount’ is the cost of the item or service before taxes and discounts. ‘Tax’ is an extra charge added to the cost of goods or services based on government rules. ‘Paid Amount’ is the portion of the total amount that has been paid. ‘Pending Amount’ is the remaining balance yet to be paid. ‘Discounts’ (if any) are any reductions applied to the total cost. ‘Payment Method’ refers to the means used for payment, such as credit card, cash, or bank transfer.