- In the menu, click on Patients, then you can search for the patient through Name filters. Surname, CPF and date of birth.
- After displaying the researched patient in the list below, click Edit, and go to the Financial tab.
- In the financial history you can view the total of accounts and Total amount sold to the patient, the status of accounts that are open, past due and paid.
- Through the filters date and sort by you can define the period you would like to search, sort by maturity, status and value.
- And in the list below will display the columns informing the maturity, Competence, Name, Installment, Category, Status, Value and Total.
How to consult the patient’s financial history?
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