How to generate a patient invoice (bill)?

Purpose:
To create and download a patient invoice (receipt) for selected visits from the Visits and Receipts section.

Scope:
This procedure covers selecting multiple visits and generating a patient-specific invoice.

Procedure:

1. Go to the patient’s Visits and Receipts section.
2. Under Calendar Based Visits, click each row you wish to include in the invoice (rows will turn blue).
   • You can select multiple dates/visits.
3. Click Options at the top.
4. From the dropdown, select Print.
5. In the pop-up Select Template window, choose Patient Receipt/Invoice.
6. The invoice will download automatically.