Private Pay Billing

Generate and view invoices for private pay clients.

Generate Bill

1. From the Main Menu select BILLING > Private Pay Billing > Generate Bill.

2. Select the Patient & Service Date then select the refresh  arrows.

3. A list of services and expenses (if applicable) will show. 

4. Click Generate to create an invoice.

5. This takes you to the View Bills page (see below).

View Bills

1. From the Main Menu select BILLING > Private Pay Billing > View Bills.

2. You can view the client's bill as a PDF, view the original invoice, and click Mark as Paid after the client's bill is settled.

3. Click Bill PDF to view the client's bill.