Creating an invoice for a patient

There are times when the patient will be billed directly for a good or service. In these cases, an invoice will need to be created for the patient, payments can then be applied, and receipts can be generated.

 

From the appointment scheduler,

1. Open the appointment for the patient.
   
2. Make sure the appointment status is NOT ‘done’, ‘cancelled’, or ‘missed’.
   
3.  Click ‘Bill other’ – the invoice entry window will open with that patient loaded.
   

From the tabletop window,

1. Click client billing from the left toolbar – the invoice entry window will open.
   
2. Select the practitioner.
   
3. Search the patient in the lookup field.
   

1. Add diagnosis codes and notes for more detail. (Optional, not required).
   
2. The invoice date and service date default to today’s date, edit if needed.
   
3. Select a code from the dropdown menu (Price list).
   
4. Edit the description if needed.
   
5. The amount box will default to the price list amount, edit as required.
   
6. Edit the quantity in the ‘Calls’ column as required.
   
7. From here,
   
1. Click done – saves the invoice on the client account summary.
   
2. Click print – prints the invoice for the patient.
   
3. Click payment – opens the payment entry window to apply payment.
   

 

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