Invoice
Creating Invoice-Only Note
How to Create Invoice-Only Notes – Quick Video Guide In this video, you will learn how to create Invoice-Only Notes in zHealth. <br> A guide providing step-by-step instructions explaining how to create invoice-only notes ...
How to Print or Email Invoice to the Patient
Through zHealth, you can quickly print or email invoice to your patient. This helps to streamline patient billing cycle and increase your patient collections as patients can view what they paid and what they need to pay you. Whether you print and ...
Warning Message for Missing Details
Warning Message *Warning: Patient DOB/Address/Sex missing Warning Message Details This message will appear on the Invoice if the patient has missing date of birth, address, sex, and other details required for HCFA claim submission. Resolution Go to ...
Reviewing the Audit Trail of an Invoice
It is possible to review the audit trail history of a patient's invoice. This information is read-only and for viewing purposes only. Here is how to view the audit trail for the invoice and what information you will find: 1. Access your zHealth ...
How to Delete a SOAP Note or Invoice
Sometimes, you create a SOAP note for an appointment that just got cancelled. Sometimes, you create a SOAP note for the same patient visit twice by mistake. As a part of managing your practice's billing activities, it is important to find out and ...
Creating Invoices
zHealth allows an easy way to create an invoice for patients visiting for the first time or for follow-up visits. Multiple providers under the same account who wish to create an invoice must be assigned the system administrator role to create an ...
Making a Refund to a Patient
Some situations require you to refund a certain amount to a patient. For example, if a patient makes a copay at the time of service and then later finds out the insurance will cover it, you may need to refund the amount to the patient. You can refund ...
Printing or Emailing Invoice to the Patient
You can print or email an invoice any time after a patient has been billed. Here is how to print or email an invoice to the patient. 1. Navigate to the Patient Chart. You will be at the Summary section of the patient profile. Click on the 'Patient ...
Applying Patient Credit to an Invoice from the Invoice Screen
For facilities that use multiple payment methods, applying patient credit is quite easy if you want to apply it to a specific invoice. If the patient wants to pay a part of the bill via his or her Account Credit, you can do that easily with ...