Appointment list by Billing Account

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  • Updated 4 years ago
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Is it possible to print a list of appointments per patient episode?
eg Patient that has a private account and compensable, I only want to print list of the compensable appointments.
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Kristy-Leigh R.

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Posted 4 years ago

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Andrew, Community Manager

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Hi Kristy-Leigh

While you can have multiple billing accounts per patient, such as for Medicare, Workcover or MVA, only transactions can be separated into these accounts, not appointments.

While appointments aren't linked to billing accounts, you can print a list of the transactions based on the account.


First select the Account drop down from the Transactions tab.  This will limit the transaction list to only show transactions made under that account.

After selecting an account, click Trans. Log to report only on those transactions.

I hope this helps.