The Missing Invoices report allows you to generate a report showing unbilled patient appointments and procedure bookings within a certain date range.
Gentu does this by looking at the patients' appointment date, and then comparing their Account history to see if there is an invoice with a Service Date matching the date of their appointment.
Clicking the link in the Date column will take you to the appointment book on that date, showing the patient's appointment or booking.
Clicking the patient's name will open their file.
You can use the filter options at the top of the screen to narrow down the search results.
The Provider drop down menu allows to you select a particular doctor from your practice, or you can select All to view results from every doctor.
You can manually input a date range, or click the 3 dots icon to select a date range (such as This Financial Year) from the menu.
Once you have generated the report, you can further sort the results on display.
Clicking on each of the column headers will sort the data in ascending or descending order, indicated by an arrow icon next to the column header name.
If a patient is appearing in the report whose appointment does not require an invoice, you can remove them from the report by ticking the checkbox in the Not Required column to the far right.
Once ticked, that patient's appointment will be hidden from the list of unbilled events.
You can display results that have been struck from the list by ticking the Show All checkbox at the top of the screen.