Invoicing from the Patient List

If the patient to be invoiced doesn’t actually have an appointment, you would invoice them from the Patients list.

Find and highlight the patient’s record, then select Billing > Invoice. This opens the usual invoice window. Click the Add Item button to open the new item window.

In a multi-doctor practice, Genie won’t know who the Provider is, nor what the item to charge is, so these fields will be left blank.

Until you specify the Provider, the Save button is disabled and you are unable to save the record. To select the provider, either click on the black arrow to display a menu of names, or use the Up and Down arrow keys.

The names in this menu are those users who have the Show Me In The Billing Menu checkbox selected in their User Preferences (see User Preferences).

Note: When you select a Provider, their default item number (as specified in their User Preferences) is inserted automatically, but can be overwritten if necessary.