Generating the Patient Billing History Report

The Patient Billing History Report lists a selected patient’s line item transactions and includes the total amounts billed to insurance and to the patient.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Patient Reports.
  3. Click Patient Billing History.
  4. Enter the patient’s Last Name, First Name, and/or Date of Birth.
  5. Click Search.
  6. In the list that appears, click the patient’s name.
  7. Enter the date range to print, or select dates from the calendar.
  8. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.