Accessing Invoice Creation
Navigate to the Billing section from the main menu.
Click the + Invoice button at the top right corner.
Filling Out Invoice Details
Select Patient:
Choose the patient from the dropdown list.
Services:
Select or enter the CPT code for the service provided.
Add the quantity and unit price for each service.
Click + Add Service to include multiple services if needed.
Previewing the Invoice
The invoice preview is displayed on the right side of the screen.
Review details such as:
Patient information
Service breakdown
Total amount due
Payment details
Finalizing and Sending
Click Save Invoice once all details are confirmed.
The patient will receive the invoice automatically.