Patient Receipts and Superbills

Receipt Option Setup

The account will need to be set up with the options you would like to be available in your office.

1. Navigate to Billing > Provider Settings > Receipt Options
2. Select which options (email and/or fax) you would like made available for your account.
   1. Print Receipt - will show you a preview of the receipt and allow the option to print the document on a local printer
   2. Email Receipt - will email a receipt to the email address listed on the patient's chart
   3. Text Receipt - will text a receipt to the cell phone listed on the patient's chart.
3. Enter a Reply-to Address, if applicable.
4. Enter a message to be printed on each receipt, if applicable.
5. Once entered, press Update Entire Profile.

Patient Receipt

   This is a document that lists the patient's name, the amount paid, and the date the payment was made.  It does not describe or specify what the payment is for.

Patient Payment Screen

1. Navigate to Billing > Patient Payments
2. The receipt can be generated by pressing on the word "receipt" included in the red box on the right.
   
   
   
   

Patient Appointment Screen

1. Navigate to Calendar > Patient Appointment
2. To accept a patient payment from the appointment window, press the blue plus sign.
   
   
3. The payment screen that opens will allow you to select an email or texted receipt.
   
   

Patient Superbill

If the patient wants a more detailed receipt, you can use the Superbill option.  This receipt will include a description of services rendered/products purchased and their respective prices.

Live Claims Feed

1. Navigate to Billing > Live Claims Feed
2. Inside the patient's appointment, select SuperBill.
   
   

Patient Appointment Screen

1. Navigate to Calendar > Patient Appointment > Billing Tab
2. Select Patient Superbill

Video: Printing Patient Superbills