Creating a bill from the billing module. Go to your navigation menu. Select Billing, and choose bills under bills. You’ll be able to see all of your bills within this specific date range. To create a new bill, go to the top right hand corner. Under marketing details and select new bill. The building will automatically populate for you. Search for the contacts name, so like the contact and this dropdown. We can add a reference code therapize that your billing, location and place of service accurate. Assign a patient coordinator. This message to customer will appear on your receipt. You can customize it in the configuration or we can customize it just for this individual bill. By clicking in this field here and typing away, we can also add private notes for you and your staff to view and as we scroll down, this is where we will find our billable items.
We’re going to select our billing provider here for a search for item in this field. Select the item when it appears. We can also come to our item browser and this where we are able to add multiple products and services at once. I can sort my item browser by types, whether it’s a product, a service or package. I can search for any of the items, whether it’s a product, service or package and this search field over here, for example, if I want to find all the types of tiny tucks I have here, she wants a mini Tummy Tuck, so I simply select add and let’s say she’s also interested in Latisse. I can simply add that as well.
If she’s also interested in gentle cleanser, so I select add, click on safe and now all of these items will appear here for me. All of our billing providers are filled out. I can add a note to any of these items. I can adjust the quantity and now I have the prices here. When altering the price, make sure that we are adding a discount. That way we’ll be able to provide more dynamic reporting under our financial reports to add a discount, click on add discount. I can choose a dollar amount percentage or per unit, and this case I’m going to give her 10% off because she’s a VIP. Then I feel like safe. Now I can see this discount has been added and my total has been adjusted. If I accidentally add a billable item that should not be there or the patient decides that she does not want it.
Last minute I said like click on this delete button here on the right hand side of that row, so this gentle cleanser, click on the trashcan and that will disappear for me. Now if I scroll down, I’ll be able to see my general services total, my subtotal, any discounts given the sales tax that was applied and of course my grand total. Once I’m finished I can go ahead and click on save, fill and make payment to make a payment. Select the provider’s name, verify with the location is accurate. I can choose card cash check or other [inaudible]. If the patient wants to use a card, I can select my card type plug in my last four in the CVB. If you are use the bluefin device, this will automatically populate for you. If the patient is using cash, I can simply select cash here. If the patient is using a check, select check.
I let check number or other. In terms of other, we have multiple different payment types here. These have all been pre-configured and can be customized based on your practice. So here are the SPC place sandbox. We have care credit, we have square financing, account credit, and brilliant distinctions. Regardless of the method of payment, we have the option to print or email or print and email this receipt or none. We’re going to add a payment description and once we’re finished we’re going to go ahead and click on submit charged. Instead of this practice today I’m just going to select cash and select submit charge. We’ve successfully created our payment. Okay, now we’re feeling a receipt to print it. We have two copies. We have the customer copy as well as your merchant coffee. The customer copy has your logo right in the middle. At the very top we have our receipt for bill, the bill number, the patient’s name, a little more information about this receipt. We’ll also have information on your practice. We have our customized message to customer, and then of course the date, the provider’s name, the description of payment, and the total amount.
Let’s go back to her SPC. We can see our transaction details. If I scroll down, I can see more details on this specific bill for Emma Roberts. I can see exactly what she purchased, how she purchased it, so dermal fillers with cash. Anytime you talk with cash and Latisse with cash, how many of each item she purchased, the price for each, the total amount, any discounts given any tax applied. Our total for each item, the general services total, our sub total. Again, any discounts given any sales tax applied, our total the total payment, so how much has been paid and what our remaining balance is.