Appointments Not Invoiced

 

If you run the Appointments Not Invoiced Report you'll know the answer to this in the click of a button.

 

 

    Click on the Reports module

    Click Appointments Not Invoiced

    Click Display Appointments

 

This report finds ALL appointments without an Invoice assigned. In your practice there maybe appointments that do not need to be invoiced and hence these appointments will display in this list.

 

 

    Click on the ... in the Go to Appointment column.

    This will open the Appointment Book and select the relevant Appointment to be invoiced

    Invoice in the usual way

 

 

Use the Filter or Group By options to manipulate the report as required. For example, create a custom filter to filter out an appointment type that does not need invoicing

 

    In Item Description click on the Push Pin (top right of the column heading)

    Select Custom

    Select Is Not Like from the drop down

    Type in the Item Description to exclude ( this needs to be exact)

    Click Ok

    The list should now exclude any appointments that do not need to be invoiced.