Review and complete all draft consultations before sending statements and running monthly and yearly reports, so patient history will be complete and all charges are captured.
Permissions: System Admin, Branch Manager
Note: If you do not have the System Admin or Branch Manager permissions, see Review and manage consultations.
Complete all invoicing:
- Click your name in the menu bar. Then, click Administration.
- Under Branch Management, click Statements.
- Select Drafts at this Branch from the drop-down list.
- Select your date range.
- To complete monthly review: 1st day of the month through the last day of the month
- To complete yearly review: 1st day of the year through the last day of the year
- Click Go.
- Right-click the consultation number and select Open link in new tab.
- Click the new tab with the consultation, review, make any edits, and then click Ready to Pay to close the invoice.
- Return to the previous tab and refresh the page.
- Repeat steps 1-8 as needed until all draft consultations are complete.