Payments: How to view or print the patient billing history from the Payments Report

Step 1: From the Dashboard, click on the [Search Payments] shortcut button located under the "Payments" section. 

Step 2: From the Search Options page, fill in your search criteria and click [Search]. 

Note: Steps 4-5 are for printing the billing history.

Step 4: On the right-hand side, select the [Printer Friendly Reports] drop-down menu. Then choose which type of report you would like to generate.

Step 5: Once the report loads, click on the logo at the top left to print the report.