Creating Invoices
- From the patient's record or the appointment view, click New Invoice.
- Add line items: procedure codes (CPT), descriptions, and amounts.
- Apply insurance adjustments if applicable.
- Set the patient responsibility amount.
- Send the invoice. It appears in the patient's Billing section and triggers an email notification.
Tracking Payments
View all invoices and their statuses (draft, sent, partially paid, paid, overdue) from Billing > Invoices. Automated reminders are sent for overdue invoices based on your configured schedule.
Patient Statements
Generate comprehensive patient statements showing all charges, payments, and outstanding balances for any date range. Statements can be sent electronically or printed for mailing.