How do I summarize multiple receipts?
How to create a report for multiple transactions. You can use this for one person or for a family. You can choose the date range and which transactions you want to include in the report. The totals will print at the end.
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Find the patient you would like to create a report for. If you are working with a family, you can be in any family member. Go into any of their transactions. Then choose Bill/Receipt.
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At the top of the Bill/Receipt window choose "Totals with Options".
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You can choose "Account" if you would like to include all family members or "Patient" for just one person.
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If you would like a report of all transactions for this patient or family, you do not need to enter any dates. Just choose "All". If you would like transactions for a certain date range, enter the dates you want and choose "Dates".
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You can choose to see all transactions or only those with a balance due.
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From this window you can use the arrow buttons (1) to scroll through the report. You can save as a PDF (2) or print (3). You can cancel or continue (4) to get out.
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The end of the report will have the totals for all categories.