How t o generate a Superbill - Patient Receipt/Invoice - Full Receipt/Invoice - Scheduled Visits?

UPDATE: Flag option added on every DOS in the Visits & Receipts tab.

Purpose:

To guide users through generating different types of patient financial documents (Superbills, Receipts, Invoices) for both completed and scheduled visits in HelloNote EMR.

Scope:

This article covers:

1. Accessing the document generation feature
2. Printing options for:
   1. Superbills
   2. Patient Receipts/Invoices
   3. Full Receipts/Invoices
   4. Scheduled Visits documentation 
      Excludes:
3. Custom template creation
4. Bulk document generation
5. Insurance-specific superbill requirements

Procedure:

1. Navigate to Visits/Receipts:
   1. Open patient chart → Select Visits and Receipts
2. Select Visit:
   1. Click on target Date of Service row
3. Generate Document:
   1. Click Print (upper right)
   2. Choose document type from Select Template menu:
      1. Superbill
      2. Patient Receipt/Invoice
      3. Full Receipt/Invoice
      4. Scheduled Visits

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When on a patient go to Visits and Receipts in the upper right row > Select the date of service by clicking on that row you want to print out. Then click "Print" in the upper right corner and choose Super Bill from the Select Template menu that will appear. You also have the option to generate Patient Receipt/Invoice -Full Receipt/Invoice - Scheduled Visits in that same menu. 

Please note that when an invoice is generated, you can mark it and a check icon will show on the last column with the time stamp of when the invoice was generated.

UPDATE: Flag option added on every DOS in the Visits & Receipts tab.