How do I print off a receipt for a patient for a specific period of time?

  1. Login as Admin.
  2. Click Finances.
  3. Enter a start date, and end date and the patient’s last name.
  4. Select Search
  5. You can either Export to CSV or click Print to print a page which lists all treatments grouped by practitioner, along with the practitioner's signature (if they set a signature).
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  • 0
    Natasha Heath RMT

    Is there a way to print off one receipt, however, for a client who has come in once a month all year and would like all those appointments on a single sheet of paper for their insurance company?

  • 0
    Michelle Phillips

    I followed these instructions and it worked in the past.  It is no longer responding and I need to send a client receipt. 

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