How to View Financial Summary?

Billing > Payment > Appointment

Follow the above-mentioned workflow to land on the Appointment page.

Click the ‘Payment History’ icon to view the financial summary of the patient.

Appointment-600x371
Appointment

User can view the financial summary of the patient.

Financial-Summary-600x381
Financial Summary

Rule ID is mentioned below the CPT code that is written off through auto write off service. new_symbol

Payment-Details-600x206
Payment Details