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Patient Invoices

Patient invoices create automatically for each purchase. Click below to learn all about patient invoices!


How to view an invoice

Each purchase has its own patient invoice. To view an invoice, navigate to the corresponding purchase. You can access a purchase from either the patient record or the Billing module.

Switch to the Invoice tab

 

The patient invoice will always be listed first. Payor invoices will be subsequently listed. Click View to open the patient invoice for viewing and editing. 

 

 
 

What is included in a patient invoice?

  • Invoice number & date
  • Invoice status
  • Patient address
  • Clinic address
  • Purchase date
  • Provider name and license number
  • Items purchased and price
  • Line items and price
  • Discounts
  • Payment breakdown
  • Payment history
  • Note
 
 

Invoice status

Each invoice is assigned a status depending primarily on whether payment has been made. 

Invoice status can be viewed from the invoice and from the purchase: 

 

  • Unsubmitted status is the default status after a invoice has been created, before the invoice is delivered or payment made.
  • Unpaid status will be assigned once you print or email the invoice (meaning the invoice has been delivered to the patient, awaiting payment). 
  • Partially paid status will be assigned when a partial payment has been received for the invoice
  • Paid status will be assigned once the invoice is paid in full
 
 

Edit invoice

Many fields on the patient invoice are free-text fields. While viewing the invoice you can edit any of the free-text fields prior to delivering the invoice to a patient. 

You also have the option to hide line items. To hide any line item, simply check the Hidden box. 

Some clinics may choose to edit different fields or hide certain line items in order to protect PHI. 

Editing fields and hiding line items will not affect any other aspect of the purchase or processing. It will only change the patient view of the invoice. 

 
 

Deliver invoice

You can easily deliver an invoice by either clicking the print or email icons at the top of the invoice view. 

 
 

 

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