Create a Billing Invoice

1) Select Billing on a Patients Appointment in the Schedule

Selecting either ‘B’ beside the patient’s name or by going to the drop-down menu and selecting ‘Billing’ will open up the billing window to create an invoice.

💡 Creating an invoice from an appointment will automatically fill in the location and physician in the billing details and marks the appointment ‘BILLED’ once the claim is finished. Creating an invoice from the Master Record will NOT mark the appointment as ‘BILLED’.💡

2) Create an Invoice Directly from the Patient’s eChart

Selecting the ‘Submit & Bill’ option at the bottom of the encounter note for that visit will open the billing window to create an invoice.

3) Create an Invoice from the Patient’s Master Record

Selecting ‘Create Invoice’ under the ‘Billing’ category on the left side of a patient’s master record will open the billing window.

OHIP Invoices

Once on the billing screen, select a service code by clicking on the code from the billing form, or manually entering in a code.

💡 You can change the form in the ‘Billing Form’ section to change the display of codes available to choose from. To learn more about code organization and creating your own forms click Here.💡

Click ‘Save’ once finished to save the invoice.

If you billed this claim from the Schedule, you'll be brought back there and the appointment will have turned blue, indicating that it has been billed.

💡 The green dollar sign indicates the appointment has been billed and the ‘-B’ allows you to undo the billing claim you have created for that appointment.💡

3rd Party Billing Invoices

3rd party billing includes all non-OHIP billing claims. Begin by opening the billing window from one of the methods mentioned above.

Adjust the ‘Billing Type’ to ‘3rd Party’ and the billing form to your 'Private' billing form. Once set, you can select which private billing codes to apply to the invoice.

💡 Click Here to learn how to create more private billing codes for your clinic.💡

If the payment is being collected when creating the invoice, click 'Add Payment' after selecting the service codes. Select the appropriate payment type, enter the payment amount, and then click 'Save & Settle'.

💡 Payment methods can be customized to your clinic. Click Here to learn how to manage billing payment types.💡

If the payment is not collected at the time of creating the invoice, click 'Save' to save the invoice. You can return to it later to record the payment once it has been received.

To do this, go to the patient’s 'Master Record' → 'Billing History' → select the relevant invoice number → click 'Add Payment', choose the payment method, enter the amount, and then click 'Save & Settle.'

Related Articles

Billing Codes and Forms

Manage Payment Type

Billing Details

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