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Creating new statements

You can access clients file by searching the name of the client on the Dashboard. In the client's file > Account tab> Statements > New Statement

Statements

You can also access the following areas in this section


Payments

You can record a payment history of a client here. To add a new payment click on the button that says "Add client payment".

Payments


Copay

Similarly you can enter a copay by clicking on button that says " Add copay" this will record the payment or due copay amount.

Copayments


Superbills

You can all the superbill that are associated with a client here.

Superbills


Billcases

You can view all the billcases for that client here with the total amount due here.

Billcases


Add Copay

  • Use the Add Copay to add a copay the client payed


    Add Client Payment

  • Use the Add Client Paymant to add a payment the client payed