Learn how to quickly export your invoice and payment data for easier reporting and record-keeping. This step-by-step guide will walk you through the process to securely manage your financial information outside Carepatron.
Export invoice and payment data
Navigate to the Billing page.
Go to the 'Export' button in the upper right corner.
Select date range, status, and staff.
Set the timezone.
Tick the include line items checkbox for an itemized report.
Click 'Save'.
Note: The downloaded file will be in CSV format.
Aging filters
Invoice and claim lists can now be filtered by due and submitted dates. Combined with status filters, these can be used to find claims that need to be followed up.
To do this:
Navigate to the Billing page.
Select Invoices, Claims, or Payments.
Click on the date filters or custom range.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.