Creating an invoice

Sometimes the cost of a good or service will be paid by more than one person; for example, an insurance company may pay a portion, while the patient pays the remainder.

 To create a multi-payer invoice:

1. Open the invoice entry window (Client billing on the toolbar), select the practitioner, patient and third party.
   
2. Enter the policy and claim numbers if they were not populated from the client card.
   
3. Add any notes if applicable.
   
4. Fill in the fee information (Code - from the dropdown, description, modifiers, quantity, and amount).
   
5. Click the payer dropdown, select ‘multi’, a new window will open. (If multi is already selected, right click for the window to open).
   

1. Click add to insert another row.
   
2. Select the third party from the payer drop down.
   
3. Edit the percentages as appropriate, the amounts will be calculated according to the %.
   

1. Click ok.
   
2. From here,
   
1. Click done – opens the confirm payer details window and then saves the invoice on the client account summary.
   
2. Click print – the confirm payer details window and then select which payer invoice you want to print, then the print window will open.
   
3. Click payment – opens the confirm payer details window and then the payment entry window to apply payment.
   

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