Practice Management on Embodia - Part 3: Billing
Billing
Introduction
Generating an invoice from the consult page
Generating an invoice from the patient profile
Managing a patient 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
You can combine, view, and print multiple patient invoices for any given patient onto a single document containing your clinic information.
From a patient profile, navigate to the Billing tab (#1 in the image below), and Invoices (#2 in the image below). Then click on Filter (#3 in the image below):
Set your filtering parameters (start date, end date, and/or status):
You will now see an invoice list and a Print together button.:
Click the Print together button to generate a combined document containing all of the invoices you filtered for. Your document will resemble the example below:
Press Ctrl+P to print your document or save it as a PDF.