[Legacy] Get Pay Breakdown and Historical Invoices

Here's a few simple steps for how to review pay breakdown

Providers can easily access all their historical invoices through a secure folder that is exclusively available to Portrait's internal finance and management. You can find your invoices in the upper right corner dropdown of the EHR under "Documents" and the breakdown of each transaction under the "Earnings" tab in the main dashboard.

Additionally, it would be beneficial to share these documents with your external accountant to ensure they have access to all the necessary information whenever they need it.


The "Documents" section of the EHR is located in the upper right corner dropdown:


Portrait will upload the copy of the invoice as well as a "Waste log" showing the inventory loss for the month sorted by service type, by scrolling down you may find the asset ID for each inventory item that was wasted. The inventory policy can be accessed through the upper right corner dropdown and you may also click here to review.