How to consult the patient’s financial history?

Hello, how are you?

My name is Miller and I will help you how to consult the patients’ financial history.

  • 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.