![]() 1. Once the invoice for a patient visit is ready, click the "Print" button as shown here. |
![]() 2. A pop-up window opens. The Invoice pop-up screen shows the following details: a. Your facility logo at the top center (only if provided) b. Facility Name, NPI, EIN, and address c. Invoice date and number d. Invoice is billed to whom (patient name) e. Provider name, NPI, and license number f. Insurance coverage details (Primary, Secondary, and Tertiary insurance name and numebr) g. ICD-10 codes and their description h. CPT codes, description, and amount i. Record of payments, including date, mode, detail, write-off, and amount paid j. Balance due amount (patient and insurance balances in case of insurance patient types) k. *Billing contact email and phone number l. *Billing notes (if any) m. **Next Appointment Details, including appointment type, provider name, appointment day, date, and time. Click the Print icon at the top right corner of the pop-up window. Follow your system's print prompt to print out the invoice. ![]() **Note 2: If there are no available future appointments, the "Next Appointment" note at the bottom of the invoice will show "No future appointments". ![]() Note 3: If you don't want Facility EIN and NPI number and provider NPI number to be printed on the invoice, contact our customer support team to disable this for you. |
![]() 3. This is how the printed format of the Invoice would look like. ![]() Note: Please ensure to enable "Background Graphics" in the print pop-up window's More Settings to display all colors on the printed invoice. |
![]() 1. Once the invoice for a patient visit is ready, click the "Email" button as shown here. After you click the Email button, you will get a message "Invoice has been sent to the patient." ![]() |
![]() 2. The patient will receive an email stating that your facility has sent an invoice. The Invoice comes as a PDF attachment (check 2nd and 3rd screenshots) which they can view easily. The invoice received by the patient will have the following details:
![]() *Note: The emailed invoices currently feature our old design. We're diligently working on upgrading it to our new design for a smoother experience on your end. Till then stay tuned! |