Billing a Patient from the Waiting Room

Billing a Patient from the Waiting Room

Once a patient has completed their consultation, they will need to move from With Doctor to At Billing so that their visit can be finalised and invoiced.

This can be done by simply dragging and dropping the patient record.

Follow the following steps on how to finalise the consultation and invoice the patient

1. Click the Patient Name to reveal a list of options for the appointment. Click Bill to create an invoice for the consultation. Choose from the option whether New Invoice or an In-Patient Invoice.  
2. This will open a New Invoice form, pre-populated with the Patient Name and Provider Name. The invoice will be further filled in if the provider has Finalize Account active and has provided billing details after finishing the consult.

*NOTE: Finalize Account requires an Integrated Subscription.

3. Fill in the invoice with the required details, including Bill To, Schedule, and Item Number, and process payment.

To learn more about how to complete a New Invoice, please click here.