How do I send an invoice?

There are two methods to send an invoice provided that one has already been created for the patient/client. Read on to learn how: 

On a patient's/client's chart.

1. Go into a patient's chart through the ''Shortcuts'' menu on the home page by selecting ''View billing'' from the ''Go to'' dropdown menu, as shown below:

2. Click on the ''Invoice Tracker'' tab. 

3. Click on the dropdown menu next to the invoice that you'd like to send to the portal and select ''Send to portal (without notification)'' or ''Send to portal & notify''. 

4. The invoice will be sent to the portal, depending on your selection:

Without a notification being sent to the patient/client.

With a notification being sent to the patient/client.


On the ''Financial>Financial Summary'' section:

1. Click on "Financial".

2. Click on the ''Invoice Tracker'' tab. 

3. Select a patient/client to send the invoice to on the dropdown, as shown below:

4. Click on the dropdown menu next to the invoice that you'd like to send to the portal and select ''Send to portal (without notification)'' or ''Send to portal & notify''. 

Without a notification being sent to the patient/client.

With a notification being sent to the patient/client.

That's it! If you have any questions, please contact us

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