The Invoice page allows you to view all invoices created, as well as all invoices for a particular patient, date, funding body or for a particular practitioner (if you are in a group practice). To access the Invoices page, click the Finance tab then click Invoices. You can search and filter columns to find the information you need, and also change the view to suit your preferences. The History page that is a part of a patient's profile functions in the exact same way as the Invoices List except that only invoices for the particular patient are shown, along with appointments for the patient.
Use the Search function at the top left to search for anything including patient name, invoice date, etc. Your search criteria appear in blue. The list of invoices is then limited to show only invoices that meet your criteria. This is how you create a list of all invoices with a particular patient or for a particular date.
Sorting and filtering records
Invoices are automatically listed from latest invoices for completed appointments to the earliest invoices for completed appointments. Click the column headings to sort invoices in a different order (e.g. from earliest to latest, etc). You can also filter your Invoices list to show only particular records - for example, invoices between particular dates. Click in the column heading for a filter to appear, enabling you to filter records to appear only between particular characteristics, such as dates. You can also confirm whether an invoice has been emailed by looking in the Sent column.
If your invoices list is showing only a few of your invoices and not your full invoices list, you have entered a search term in the search field and the Invoices List is showing only those invoices that meet your criteria. Delete the search term and all the invoices appear in your Invoices List. Watch this video to see how to solve this for all your different types of lists.
Scrolling through pages
You can scroll through all the pages of your invoices listed by clicking through the page numbers at the bottom right of the appointments table. Click first to go to the first page of records, and last to go to the last page of records.
Changing the view
You can change how this page appears in a number of ways and HealthKit dynamically remembers your view preferences based on the computer you are using. Click Choose Columns to add or remove columns shown. Click the Results per Page picker to select the maximum number of invoices you would like to see per page. Move columns by clicking on the column and dragging it to where you want the column to be.
Printing and exporting your Invoices List
Print your Invoices List by clicking the print icon at the top right of the screen. This creates a printer-friendly PDF file of the Invoice List; click Ctrl-P to print the list on your printer.
You can export your Invoice List to Excel by clicking the Export icon at the top right of the screen, which exports the Invoice List to a CSV file, which you can view and save in Excel.