drlong wrote on Thursday, September 18, 2014:
To re-explore an old thread that is relevant to my situation…
We are a private clinic, and the patient pays in full at the completion of each appointment.
We generate a receipt for each encounter by:
Fees --> Fee Sheet (select appropriate treatment category) --> Checkout (choose ‘Show Details’ and ‘Print’)
This works extremely well, as the generated receipt contains all applicable information for insurance purposes, including a detailed list of products and services.
However, as far as I can tell, one cannot simply choose ‘Checkout’ for past encounters to re-print old receipts. In fact, only the most recent encounter receipt is ever visible. Quite often we have a request to re-print all receipts for a given time period, usually because the patient has lost their receipts prior to submission for reimbursement from their private insurance.
I have tried the solutions listed above, and none provide a nice receipt that is comparable to the actual receipt function.
Currently, we are either re-issuing a receipt through Quickbooks, or having our bookkeeper pull the clinic copy from the archives and photocopying it. Obviously, this isn’t the ideal solution.
Does anyone have any insight on printing old receipts? Especially important is that the receipt shows an itemized list of all products and services rendered from that encounter. For example, the EOB function will show products as the inventory number(i.e.‘PRODUCT XXX’), instead of the actual name of the product (i.e. ‘Therapeutic Compression Stockings’), which needs to be delineated for insurance coverage.
Thank you in advance for any assistance!