Patient linking

Fred Office Plus

Find a patient linked to an account

1. Go to Contacts, then select Accounts.
2. Search for and open the account.
3. Click the browse button […] in the Customer field.
4. Go to the Patients tab.

Find an account a patient is linked to

1. Go to Contacts, then select Patients.
2. Search for and open the Patient card.
3. Go to the Customer tab.

Print an Account Statement displaying each patient's charges separately

1. Go to Contacts, then select Accounts.
2. Search for and open the account.
3. Go to the Statements tab.

4. Click Print Account Statements by Patients.

   Because this setting takes effect immediately, you may need to delete and regenerate previous statements if you want previous statements to display this new option.

Delete previous statement and regenerate

1. In the open account window, click the Statements tab.
2. Select Delete, then Save. This will delete the most recent statement batch.
3. Use the drop-down and select the End Date.
   
4. Select Create Statement, then select Save and Close.