How can I allow patients/clients to create their own statements and invoices practice-wide?
Here's how you can allow patients/clients to create their own statements and invoices.
1. From your main dashboard, click on "Practice."
2. Go to the "Settings" section.
3. Under ''Billing statement/ invoice creation,'' check the ''Allow patients/clients to create their statements/invoices, with any balance'' box. Your changes will be saved automatically.
Note: You must ensure the "Invoices" portal permission is enabled for your patients/clients.
If you have any questions, please contact us.