Normally, Invoices are automatically created after services are completed through the appointment or order. However, you can manually create an Invoice for a patient when needed.
From the Patient profile or the Billing screen, select the blue plus sign on the top right and click New Invoice.
(If on the Billing tab, after selecting New Invoice from the Blue Plus Sign menu, you need to type in the Patient's name).
A new window will pop up. Confirm the Patient's name and select an order (if necessary) & and an appointment (if necessary). Then select Continue.
(Note: If you select an Order and/or Appointment to go with the Invoice, the system will populate the items/services from those fields. If you do not select an Order or Appointment, you'll have to manually enter the information.)
Your Invoice creation screen will now appear. Ensure that all the information generated in the top section is valid/correct.
Now you can begin adding Items and Services to your Invoice.
Enter the Dates of Service (DOS from/to), Place of Service (POS), and HCPCS code if they did not populate from the Order. These are all required.
Once you have entered a HCPCS code, the Service description should populate. You'll now be prompted to select Price Options for this Invoice. Click on the blue Price Options button.
Select the appropriate price option for your patient and click Save.
A pop-up box will appear asking you to confirm you want to Apply the pricing record.
After you apply the Price Option, the associated data will populate in the Invoice for that Service Line.
If necessary, add Prior Authorization numbers and any supplemental information.
Continue this process for each Service Line. If you need to add more HCPCS codes to the Invoice, select the Add Service Line button.
Once complete, be sure to click Save and your Invoice will be created.