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  • #31029

    is it possible to automatically populate an invoice for an insurance company in terms of a patient’s individual appointments to be billed – i.e. do I have to individually enter each treatment session into the invoice or can all relevant sessions be added automatically to the invoice

    Thanks

    #32330
    William
    Keymaster

    Thanks for your post. Generally what works best with this is to raise an invoice on an appointment straight after you have finished the appointment. You need to make sure that the Invoice Recipient is the insurance company, rather than the patient. You can save time when creating an invoice by having a default charge amount for an appointment as you can auto fill the invoice amount with it.

    If we assume that you have 5 appointments, each one has an invoice assigned to it and you wish to bill the insurance company now but you want all 5 invoices to appear as one then you will use the Invoice to Insurance Company or Invoice to Insurance Company (detailed) reports to do this. After generating the report for the patient you will see all 5 invoices with their dates (dates matching the appointment dates), their appointment types and their total amount. Hope this helps.

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