How to Create a Third-Party Invoice & Generate the Insurance Form PDF – Juvonno Knowledge Base

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 be selected.
If applicable and necessary, adjust the insurance to the secondary insurance.

Click here to learn more about the checkout menu options

Secondary Practitioner	Optional: Assign a secondary practitioner to this invoice.
Third-Party	Select the insurance that will be paying for this invoice.
Forms	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.
Schedule 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 .

Note: You are able to edit the total cost of an item if your system settings have been set with these permissions.