What's the easiest way to get paid by patients?
1. Type in the patient's chart in the ''Shortcuts'' menu, and select ''View billing'' from the ''Go to'' dropdown, as shown below:
2. Mark all the transactions you'd like to add to the invoice with a checkmark, and click on "I want to...">Invoice>Create New:
4. Choose when to bill the patient/client in the "Term" section. From here, you can choose if you'd like the invoice due on the 1st day of next month:
5. Click on "Create + Send":
6. The new invoice will show under the "Invoice Tracker" tab with the due date. The patient will be able to make a payment through the portal, provided that a credit card has been added to the chart.
7. Now that you have created your invoice, it's time to set up auto-pay with the steps in this article.
If you have any questions, please contact us.