Bill a patient's group

Patient’s group

Create a group

  1. Go to the Clients section
  2. Click on the Groups tab
  3. Click on + to create a group
  4. Enter the group’s information
  5. Save Changes

To add patient’s to a group

  1. Go to the Clients section
  2. Click on the Groups tab
  3. Click on the group’s name
  4. Click on the Patient Records tab
  5. Click on Manage
  6. Use the search bar to help you find the patients in your list, check the box for those patients that are part of this group
  7. Save Changes

To create a group invoice

Note: The appointments performed have to be under the patient’s name.

  1. Go to the Clients section
  2. Click on the Groups tab
  3. Click on the group’s name
  4. Click on the Billing tab
  5. Click on +
  6. In the Items section, click on the + and you will be able to see all the appointments not invoiced for each patient that is a member of this group
  7. Fill out the rest of the invoice template as usual

The group’s invoice will be displayed under the name of the group’s payer and the name of each patient who received the service will be displayed next to their appointment.