Creating a bill from the calendar. Go to your left hand navigation menu, so like calendar. Then view calendar to create a bill from an appointment. Click on the appointment, click on the top right hand corner, select create bill. You’re building in contact. Name will populate for you. You can add a reference code. Billing location and place of service will populate for you as well. We need to assign a patient coordinator.
So let’s take a practice. I’m going to select Jamie. The message to customer is going to appear on the receipt. We can add any private notes for you and your staff to view. If I scroll down, I’ll be able to view my billable items. The first is pulled from the appointment itself. If I need to add additional items, I can either click in this field here, begin typing in the name of the product or service and simply select it. I can also use our item browser to add billable items. So if I select this, I’ll be able to see a list of all of my products and services. I can filter this list by. Type in the top left hand corner here. Right now we are looking at all types. I can choose products, services, or packages. For the sake of practice today going to select products. This is where I can add in additional product such as Zeo gentle cleanser. I’m going to click on this add button and now we’ll see on the right hand side, this gentle cleanser has been added. The beauty of using the item browser is we can add multiple products and services all in one time. Once completed, click save. Now assign your billing providers to each product and service.
We can add notes to each item and underprice. We can also add discounts to add a discount. Click on add discount. We can choose a dollar amount, percentage or per unit. For the sake of practice today, I’m choosing percentage. I’m going to give them 15% off and choose our discount. Reason such as at VIP Select Save, and we can do the same to the following services and products. If we accidentally add a service or product this bill, we can simply click on the trashcan option over here.
And that will disappear for you. If I scroll down, we are able to see our total amount, any discounts that were applied, the sales tax added to the product, and here we have our total once completed, select save, Bill and make payment, and now it’s time to make our payment. Our data automatically populates. Now we need to add our provider. It looks like our location is correct, our Orlando Office, the method of payment card, cash check, or other. If you are receiving cash, simply click on cash out of the amount. If you’re receiving check, select check as the check number by selecting other, we can add care, credit, square financing options, account credit, brilliant distinctions, et cetera. All of these other payment types were pre-configured in the building set up so these can be edited, added to et Cetera. The receipt options, whether it’s print or email or print and email or none, we can add a payment description and once you’re finished, you can submit your charge.