How can I track my patient's/client's invoices?
You can track the status of all your invoices and perform other actions from two different sections on your Luminello account. Read on to learn more about both:
From within a chart, you'll be able to review all the invoices that have been created for that patient/client.
1. Go into a patient's chart through the ''Shortcuts'' menu on the home page by selecting ''View billing'' from the ''Go to'' dropdown menu, as shown below:
2. Click on ''Invoice Tracker''.
3. Click on the invoice number to display a preview of the invoice.
From there, you can update the invoice's date or term by changing the information under each section or delete a transaction by clicking on the trash can icon next to the transaction and then clicking on ''Update'' to save your changes. You can also print, and send the invoice to the patient's/client's portal.
4. Click on the ''Filter List'' menu to display only the data that you would like to review.
5. Click on the dropdown arrow to display options to apply a payment, export the invoice, send it to the patient's/client's portal, send reminders, and delete the invoice.
6. On the status column, you'll be able to see if the invoice has been fully or partially paid, if it's overdue or unpaid.
From the ''Financial>Financial Summary>Invoice Tracker'' section, you'll be able to review all the invoices that have been created in your practice for all patients/clients.
1. Click on ''Financial'' and select ''Invoice Tracker''.
2. Click on the invoice number to display a preview of the invoice. From there, you can delete, update, print, and send the invoice to the patient's/client's portal.
3. Click on the ''Filter List'' menu to display only the data that you would like to review.
4. Click on the dropdown arrow to display options to apply a payment, export, send to the patient's/client's portal, send reminders, and delete the invoice.
5. On the status column, you'll be able to see if the invoice has been fully or partially paid, if it's overdue or unpaid.
That's it! If you have any questions, please contact us.