Invoicing from Orders

Invoicing can be initiated from any screen that displays the orders grid. That means it is possible to invoice from the Orders screen, the Appointment Register screen, the Inj/Ill Visit screen, or the Clinical Work Area.

While it is possible to create an invoice from the Billing > Invoices choice, this approach is not recommended for routine billing. When dedicated staff do the billing function separately, they may find it most efficient to invoice from the Orders choice on the Options View menu.

For urgent care or group health co- or on-account payments, you should have an order to remind staff to collect the money and print the receipt from that order. See Billing a Patient or Patient Guarantor for more information.

Each orders grid has unique characteristics. When invoicing from a location other than the Orders screen, refer to the instructions for the particular screen you are using.