Track appointments that are ready to be invoiced.
From the Home page, Billing tab, use this tab to locate any appointments that were set to arrived or completed but were not invoiced. Also, take advantage of the multi-invoice function that batch invoices selected for payment.
How does it work?
From the home schedule, select the Billing tab.
This page offers a Quick Invoice link and a 
menu that has options to create a New Claim, or Bill Selected.
Learn more about the individual fields
| Quick Invoice |
This link opens the quick invoice form. |
| New Claim |
This link opens the quick claim form. |
|
Bill Selected |
This link assumes you have selected (using checkboxes) one or more |
More Options Available
Select 
next to an appointment to display a drop-down menu:
Learn more about the individual fields
| Appointment Checkout |
Opens a new window displaying the invoice checkout page. |
| Chiropractor Billing |
Opens a Claim window. |
| Claim Appointment |
Opens a new window displaying the appointment claims edit page. |
|
Bill Patient |
Opens a new window displaying the appointment claims edit page. |
|
View Appointment |
View details of the appointment booked. |
|
Open Patient Profile |
Open the patient profile details. |
|
Schedule Followup |
A blank appointment page will open where you can schedule a follow-up. |
|
No Bill |
You will be prompted to confirm you want to remove the appointment from the billing list. This can be used for pro-bono situations. You will not be able to invoice an appointment you flag as “No Bill” after this action is completed. |
|
Already Billed |
Set the appointment as 'billed' and prevent an invoice being created for it. |