How to search a visit using an invoice number?

Purpose:

To enable users to quickly locate specific patient visits by searching with invoice numbers, streamlining billing verification and record retrieval.

Scope:

This article covers:

1. Accessing the invoice search feature
2. Locating invoice numbers in the system
3. Performing invoice-based visit searches 
   Excludes:
4. Creating or editing invoices
5. Bulk invoice searches
6. Advanced billing reports

Procedure:

1. Navigate to Visits:
   1. Go to Patient Tab > Visits and Receipts
2. Locate Invoice Number:
   1. Find the number above paid visits when clicking Apply Payment
3. Perform Search:
   1. Use the new invoice search field
   2. Enter full or partial invoice number

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From the Patient Tab head over to Visits and Receipts



A new option to search using an invoice number is now available 



The invoice number can be found on top of the paid visit when you click on apply payment