Creating invoices

For times when you are attempting to post a patient payment and discover that one or more of the procedures that the payment should apply to have not been invoiced yet, you can quickly create invoices as needed and then return to entering the payment.

To create an invoice

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. Do one of the following:

   • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

     

   • On the Patient menu, under Financial, click (or tap) Ledger.

   The patient's Ledger page opens.

   

3. Click (or tap) Payment.

1. With the Enter Payment dialogue box open and a non-third-party payment Type selected (such as a cash or credit card payment), the procedures that you can apply to a payment appear. All procedures that have not been invoiced each have a Create Invoice button. To create an invoice for one or more procedures, click (or tap) any of the Create Invoice buttons.

   

   The Patient Walkout dialogue box appears.

   

2. Select the check boxes of any completed procedures posted to the patient's ledger that have not been invoiced.

   Notes:

   • Procedures that will not be billed to a third party must be on a different invoice than the procedures that will be billed so that you will be able to create a claim for the billable procedures. If some of the selected procedures are marked as billable to a third party and some are not, separate invoices will be created automatically.

   • If any of the selected procedures being invoiced are for different providers, separate invoices will automatically be created for each provider.

   • If any of the selected procedures are for multiple patients in the same household, separate invoices will be automatically created for each patient.

   • When you create an invoice for procedures, those procedures become locked. The only way to edit procedures that have been invoiced is to first cancel or correct the corresponding invoice.

3. Click (or tap) Create Invoice.

4. When you have finished creating invoices on the Invoice tab, you can perform tasks on the other tabs, including entering a payment on the Payment tab, as you would to check out a patient.

5. Click (or tap) Close.

   

Related Topics

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Related Errors/Questions

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