If a patient has been invoiced their status should change in the Appointment Book. Their status can be identified by the colour of the text in their appointment.
You can also find patients who haven't been invoiced using the "Check Missing Invoices" function. To do this:
- Navigate to Appts > Check Missing Invoices.
- You will be presented with this window:
- You will be prompted to select a date range and the providers you would like to include. Choose your date range and provider and select OK.
- Genie will then present you with a list of patients in that date range that have not had an invoice created which includes services from the date of their appointment.
