RevolutionEHR Insights ™

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staff tips

What's the best way to print out year-end payment records for a patient?
Posted: January 13, 2010

1) Go to the accounting home screen

2) Change the status to ‘paid’ and change the payor type to ‘patient payors’

3) Type in your date range and type the patient’s last name in the patient name field.

After you click search, your screen should look something like this…

For this example, I used the last name Baker and 3 paid invoices populated from my search. This is because Janice Baker is set up as the guarantor for her husband Greg and her son Tyler. If you want to print out a receipt for the entire family you will click the little box in the far left column for all 3 invoices.

 After the boxes are clicked, you will be able to click the print statements button.





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