This article explains how to invoice patients before services are rendered, directly from the WINK Appointment Calendar.
Content:
Invoice Booked Services
Use this option to invoice patients at check-in, before the doctor has entered any billing information in the EMR. This is ideal for practices that require payment upfront.
Steps to Invoice Booked Services:
At patient check-in, locate the patient’s appointment in the calendar and right-click on it.
Select Invoice Booked Services from the menu.
Confirm the action when prompted.
The invoice will open automatically.
Make any necessary adjustments, then record and process the payment.
The patient is now invoiced prior to the service, ensuring upfront payment.
Note: Pre-invoicing does not affect the items selected in the EMR's Billing tile.
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