---
title: "Billing"
slug: "billing"
updated: 2025-10-17T18:52:04Z
published: 2025-10-17T18:52:04Z
canonical: "docs.doc-know.com/billing"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.doc-know.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing

![drknow_color_trimmed](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Setting/drknow_color_trimmed.jpg)

### Billing Overview

The **Billing Dashboard** is a workflow-based queue that shows you patients that have progressed through checkout and are ready for billing. Dr. Know provides you with a list that summarizes the billable attributes of the visit by clicking on the patient record. Clicking the drop down on the far right-hand side of the screen moves the patient through the workflow once billing has been completed.

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%28115%29.png)

Options at the top of the Billing Dashboard include:

- Options (Filters) - See below
- Refresh
- Refresh Crosswalk
- Expand / Collapse
- Print

Options for each patient record:

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%28117%29.png)

- Click on the first (page) icon to display the office notes from the visit.
- Click on the second (folder) icon to display the patient chart.
- Click on the drop-down icon next to the word pending to change workflow status on the billing record.

---

### Options (Filters) for the Billing Dashboard:

Clicking the 3 horizontal lines will bring up this screen on the far right of your screen.

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%28116%29.png)

You can use these filters to refine the list presented to you if you are looking for a certain record.