How do I retrieve invoices and superbills ?

Purpose:

To provide HelloNote users with step-by-step instructions for locating, printing, and sharing patient invoices and superbills, enabling efficient fulfillment of patient requests for billing documentation.

Scope:

This article covers:

1. Accessing patient visit records to retrieve billing documents
2. Printing invoices, superbills, and receipts
3. Downloading documents to your local device
4. Optional document management:
   1. Uploading to patient documents
   2. Sharing via patient portal 
      Excludes: Creating new invoices, editing existing bills, or insurance-specific billing processes

Procedure:

1. Locate the Patient:
   1. Go to your Patient List
   2. Select the appropriate patient
2. Access Visit Records:
   1. Navigate to Visits and Receipts
   2. View the patient's visit history
3. Select and Print Documents:
   1. Left-click to highlight the desired visit
   2. Click Print (top-right corner)
   3. Choose your preferred template (invoice/superbill/receipt)
4. Manage Documents:
   1. Wait for the automatic download to complete
   2. (Optional) Upload to the patient's Document Section
   3. (Optional) Share via Patient Portal if enabled

-