Creating a New Invoice

In the patient's profile, navigate to the Patient Billing section.

Click the New Invoice button to start the invoicing workflow.

You can attach the invoice to an appointment, which will automatically fill in the date of service, clinic, and ensure the correct provider is selected.

If there is no appointment, you can manually update the date of service, clinic, and provider.
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The default payment source will be pre-selected based on the patient's profile, but you can change this as needed.

Select either Insurance or Managed Care to activate the option to select an Insurer or Managed Care plan.
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Include any sales notes that will be printed on the invoice. This is useful if the patient needs to submit the invoice to their insurer directly.
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Search for and add line items by typing the name or using filters such as Favorites.

After adding line items, review and edit each one as needed.
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CPT codes are added automatically if they were set up in the Inventory Catalog. Click on the CPT code to change or add it if necessary.

Remember, only line items with CPT codes will be submitted in your insurance claims.
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If Insurance is selected as the payment source, add any necessary modifiers to be included in the insurance claim.
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Edit the unit price, apply discounts, include taxes, and adjust the quantity for each line item.

Assign how much of the balance is the patient’s responsibility or insurance/managed care responsibility. Adjusting the patient responsibility will automatically update the insurance responsibility.
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Below the line items, review the summary of the balance owed.

Select Save to save the invoice for the patient.
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