Press enter to see results or esc to cancel.

How to view Client History when creating a New Bill

Let us see how we can view a Patient’s Summary directly from the New Bill page in just a click.

1. Under Financials, Go to New Bill | Search or select a Patient.


2. Next Clink on See More on the left beside the Patient Name. This opens the Patient Summary on the right. Patient Summary provides you with a bird’s eye view of the patient’s history with the clinic. Also, any important notes that you may have added to the patient demographics page is also visible.