Billing
A three-stage billing process that won’t miss a step. First, record a service or product charge, then add the charge to a new invoice, and finally, record payment towards the invoice. Bill right from a scheduled appointment on the calendar.
Record Charge
A typical flow is to record charges at every patient visit. Alternatively, you can make changes and add more charges to the patient case file. These charges will remain unbilled until invoiced.
- To add a charge, simply select from the list of products and services you offer.
- Make changes to item descriptions, measures, rates, and quantities on the fly.
- When adding a charge from a patient case file, you can also change the date when the service or product was provided.
- Choose a billing provider for every added charge.
Issue Invoices
When ready to bill, issue an invoice and apply all the unbilled charges. Then, send an invoice to the patient and/or another payer responsible for the outstanding balance on the account.
- Know about charges that haven’t been invoiced – unbilled charges – as soon as you start creating a new invoice.
- Quickly apply the unbilled charges to the new invoice.
- Save the new invoice, then send it by email, print it, or download it as a PDF.
Receive Payments
When payments are received, record them against outstanding invoices inside case files. Record one payment towards one or more invoices.
- The list of all outstanding invoices is presented to you when recording a payment.
- Enter the payment amount and choose one or more invoices to apply the payment towards.
- Specify the payment method, your deposit account, and payment reference number, and add a memo.
