How To Find A Patients Fee Estimate History

From the Scheduler

To search for a patient's Fee Estimate History click the 'Fee Estimate History' icon
You will find this on the top left of your scheduler page

mceclip0.png

1. If the patient has an appointment on the scheduler you can click their appointment once to highlight it (it will show a blue line around the appointment if it is highlighted). Once you have highlighted the appointment click the 'Fee Estimate History' icon. 

mceclip1.png

If the patient doesn't have an appointment click the 'Fee Estimate History' icon. A pop up will appear for you to type the name of the patient without an appointment


mceclip2.png

From the patient list

1. Click patients list 

2. Search for the patient 

3. Click the downward drop down arrow next to the patient name and choose 'Fee Estimate History'

 mceclip3.png

From the patient file/demographics

1. Click patients list 

2. Search for the patient 

3. Click the view option next to the patient name

4. Click the 'Fee Estimate History' tab on the top of the demographics page 

mceclip5.png

All of these options will open a new tab with the patients 'Fee Estimate History' (Click the eye icon to view the Fee Estimate or the X to delete, you can only delete if the estimate has expired)

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request