How to find the invoice# of the patient statement and receipt?

Purpose:

To help users quickly locate invoice numbers and dates of service (DOS) during payment application, reducing confusion in financial transactions.

Scope:

This article covers:

1. Identifying invoice numbers on payment screens
2. Viewing dates of service (DOS) with payments 
   Excludes:
3. Generating new invoices
4. Editing existing statements
5. Bulk payment processing

Procedure:

1. Access Payment Screen:
   1. Navigate to Apply Payment function
2. Locate Invoice Details:
   1. Find Invoice# and DOS displayed at the top

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Apply Payment will now show the invoice# and DOS on the top



Pain Points 

* This will enable users to identify which payment is being made to and avoid confusion.