View Transaction History

Location: Patient Payments

The View Transaction History shows a list of the selected patient's transactions beginning with the most recent to the oldest. It has the same information as seen on the Patient Account Summary plus the ability to void or refund a payment.

•Date

•Order ID

•Description

•Location where transaction occurred (Updox or Portal)

•Last 4 digits of credit card number

•Amount

To view transaction history:

1.Click MENU > Patient Payments.

2.Enter patient name in Search box.

3.Select patient from list.

4.Click View Transaction History.

To search for a specific transaction:

1.Enter Order ID or transaction date.

To void or refund a payment:

1.Click VOID/REFUND.