Its all good and well to have a practice where you are seeing six or eight patients a day, but if you are not invoicing promptly you are not generating revenue. One way to get the funds from medical aids and your patients and into your bank account where it can start earning interest is to increase your invoicing cycles.


Invoicing a single calendar event ::



  1. Access the Calendar menu by clicking on the Calendar tab in the menu bar
  2. Click on the appointment to open the below pop up

    Please note: If an event is marked as Not completed the Missed appointment rules will apply

  3. You have the choice of creating individual invoices for each appointment or creating one

    invoice for all the patient's visits in the month (useful for repeat appointments).

    1. When choosing to generate a single invoice the below pop up will appear. Here you can fill in all the relevant information for the invoice and then choose to generate it.

      Please note: If you are not using a template there will only be one item on the invoice at

      this point in time but it can be edited from the Invoices tab.

    2. If you click Auto Approve the invoice, it will approve the invoice and change the color on the calendar to yellow and the invoice will be in an approved status. Approved invoices are linked to the clients statement and will reflect on the account balance
    3. If you don't tick this the calendar event will change to orange on the calendar and the invoice will be in an awaiting approval status. Awaiting approval invoices are not yet linked to the clients statement and will not reflect on the account balance. 
    4. If you click Auto Mail or Auto Claim the invoice will automatically be sent to the client, the scheme or both depending on your settings. 
    5. Once you have generated an invoice for the event you will notice that the event color on

      the calendar has changed to yellow/orange depending on the status indicating that it has been invoiced but not yet paid. 

    6. Clicking on a yellow/orange calendar event will open a pop up displaying information about the event which now also includes the Invoice Number linked to the event and the status of the invoice.

    7. Clicking on the Invoice number will take you to the Invoices tab from where you can

      approve invoices and assign payments.







Invoicing a consolidated calendar event ::

  1. Access the Calendar menu by clicking on the Calendar tab in the menu bar
  2. Click on the last appointment in the month to open the below pop up
  3. You have the choice of creating individual invoices for each appointment or creating one

    invoice for all the patient's visits in the month (useful for repeat appointments).

     
    1. When choosing to generate a monthly invoice the pop up will look slightly different with a

      summary of all the unbilled events for the month at the bottom. All events specified here will be included in the monthly invoice (which can still be edited in the Invoices tab).




    2. Once you have generated an invoice for the event you will notice that the event color on

      the calendar has changed to orange indicating that it has been invoiced but not yet paid. 

    3. Clicking on a orange calendar event will open a pop up displaying information about the

      event which now also includes the Invoice Number linked to the event and the status of the invoice.



    4. Clicking on the Invoice number will take you to the Invoices tab from where you can

      approve invoices and assign payments.