Practice Management on Embodia - Part 3: Billing - Invoices and statuses
Billing
Introduction
Generating an invoice
Providing discounts on patient invoices
Changing the payer of an invoice
Invoices and statuses
Internal statuses
Accepting credit card payments
Viewing all invoices
Multiple patient invoices in one document
Patient policies
Managing patients' cards on file
Refunding a card payment
Importing multiple payments
If your clinic has set up statuses, some statuses can automatically generate a patient invoice. In the example below, setting the status to Arrived will automatically generate a patient invoice.
To set the status, on the consult page, next to the patient name, click on the status button (#1 in the image below) and set it to Arrived:
Since we set up the Arrived status to automatically generate an invoice, a draft invoice will be created (please note that this behaviour might be different for your clinic). To visit the invoice page, simply click on its link (#2 in the image above).