Legacy printing of receipt for a patient for a specific period of time

  1. Login as Admin.
  2. Click Billing Activity and then on "Looking for Legacy Finance Report" (top right)
  3. Enter a start date, and end date.
  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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2 Comments

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    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
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    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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