How to Invoice and Pay an Appointment with Insurance

  • Updated

Invoices assigned to an insurance company.

Follow the standard workflow in checking out a patient with a third-party payer.



  1. How does it work?
  2. Insurance Partial Coverage
  3. Pay using Multiple Payment Types
  4. Payment Type Settings



1. How does it work?

Select an appointment you would like to invoice and choose Complete & Invoice.



The insurance record created in the patient's profile set as the default will automatically be selected. 

If you have 1 or more than 1 insurance company set up in a patient profile for example a primary and a secondary (Non-Telus) then you can leave the setting to "All Active Insurers" . 



Juvonno will bill the primary and or the primary and the secondary when it is selected.  You do not have to select the individual insurance company.


However if you have insurance set up and want to bill the patient direct then you will select "Direct" from the insurance field.


If applicable and necessary, adjust the insurance field.



 Click here to learn more about the checkout menu options
Secondary Practitioner

Optional: Assign a secondary practitioner to this invoice.


Select the insurance that will be paying for this invoice.


Optional: If the insurance has an assigned form in settings, you are able to auto-populate a claim form with the patient and invoice details filled in. The form will also save in the patient's profile under the Forms tab, where you can recreate claim forms at any time.

Book a new appointment?

Optional: Set this to Yes if you would like to schedule another appointment after checkout is complete.

Follow-up Call

Optional: Select from the menu which staff member should be assigned the follow-up. Proceed to choose out of the custom follow-up options previously created.

Invoice Notes

Enter in any notes specific to this invoice if necessary.

Add Product

Before Checkout, you are still able to add in products or services to the invoice if applicable.

Email Invoice
to Patient

Use this if your patient would prefer the invoice sent to their email entered in their patient profile.

 When ready to proceed, select Checkout.png .

Note  You are able to edit the total cost of an item if your system settings have been set with these permissions.
Tip Use these steps to Complete & Invoice with multiple insurance companies.


If the insurance covers the full invoice amount, the following window will appear:


Select OK to close the window and complete the invoice.

2. Insurance Partial Coverage

If there is still an invoice balance, a Receive Payment window will display.


Click here to learn more about the payment menu options

If applicable, select a different patient that will be paying the invoice. i.e. a parent (that is also a patient) paying for their child's outstanding.


If applicable, select another invoice to pay instead or use the View Invoice link to preview them for further detail.

Patient Amount

The amount of this invoice being paid by the patient.

Insurance Amount

The amount of this invoice being covered by the insurance.

Invoice Amount

The amount of this invoice outstanding.

Balance Owing

The amount not covered by the insurance.

Total AR Balance

The total amount outstanding for this patient.
(when applicable, this may include previous unpaid invoices)

Pay AR Balance

A quick link to have the patient pay their full outstanding amount. See more regarding this below.

Paid By

Select which payment method the patient is using.

Payment Amount

This will default to the remaining balance of the invoice but is editable if the patient prefers to pay a portion of this total.

Assign to Line Items

When applicable, a payment can be assigned towards specific products or services within the invoice.

Email Invoice to Patient

Use this if your patient would prefer the invoice sent to their email entered in their patient profile.



Select Save.png when ready to accept payment.

Note If the patient is not paying at this time, select Cancel and the amount will remain under the patient's outstanding.
Additional Notes If a patient has an outstanding amount from previous invoices,
the option to pay the full amount during Checkout will display as Pay AR.
  Stripe - You are able to pay AR balances.
  Waived Amount and Bad Debt payment methods have their own reports available for accounting and/or tax purposes, use the Adjustments Report.





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