Filter for Custom Fields on a Receipt

1. The Custom Fields must be completed on the Add Payment Screen when the Receipt is created.

2. On the Receipt History screen, filter for Receipts Custom Field. 

• In the following figure, it is Receipt Type. This can be done on Receipt History on the Payments Dashboard or from Receipts on the Patient and Encounter Dashboards.

3. Click Search.
4. All Encounters with the Receipts Custom Field completed on the receipt will be in the list. The Receipts Custom Fields option shows as a searchable field on the Receipt Reports (such as Receipt Management, Custom Receipt Query, and Custom Transaction Query).