Custom Invoice data list.

[jake]

Is there a list somewhere I can get that has all the "names" of the data so I can add those to my invoice. I'm not sure how to name what I'm asking for. I'm looking for a list that has what we would use to pull in data onto a custom invoice. Such as on the default custom invoice at the bottom there are several "names" that are used to pull in data to show on an invoice: Patient = <Name>, Date of Service = <IDate_Service>, Pending Insurance = <Tot_Ins_Bal>, etc...

I would like a list of those "names" so I could add information I want to my custom invoice.

[Gina]

Go to Admin>>Invoices>>Custom Invoice Tool. If you click on the question mark next to the font size (under the Text Options box) it gives you a list of variables to insert into your invoices. You can add them by double clicking and then dragging into place on the custom invoice.

[jake]

Thanks Gina

[mdeyedoc]

While on the topic of custom invoices, here's the instructions I came up with after messing with them several weeks ago trying to figure out how they worked.  Now I just need to find time to design one for myself.

Marcia

Attachments:

Custom Invoice Instructions.docx (16.89 KB)