Related Articles
Creating an invoice
From the appointment scheduler, Open the appointment for the patient. Make sure the appointment status is NOT ‘done’, ‘cancelled’, or ‘missed’. Click ‘Bill other’ – the invoice entry window will open with that patient loaded. From the tabletop ...
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, Open the ...
Applying a payment to an invoice
Apply the payment at the same time the invoice is created, click ‘payment’ from the invoice entry window. From the appointment scheduler, Open the appointment for the patient. Click ‘payment’. From the tabletop window, Click billing > enter payment. ...
C568 Medical Invoice
The medical invoice report is utilized either for follow-up visits where no notable changes in the patient’s condition are observed or for services that do not require a formal report. Open the WCB rapid report from the client menu, click new, select ...
Printing multiple payer invoices
Whether printing the invoices from the invoice entry window or the account summary window, when print is selected, a select payers window will pop up. Click on the payer to highlight all payers to print the invoice for and click ok. Here is an ...