Creating An Invoice From a Treatment Report
Published: April 13, 2023
Last updated: February 26, 2024
Create A Treatment Report Invoice
To create a treatment report invoice, you first need to create a treatment report. To learn how to create a treatment report, view the FAQ here.
Once you have created a treatment report, you can create an invoice. Ensure you are signed in to Ambiki and on the main dashboard:
- On the left navigation, click on ‘Billing’.
2. Under Treatment reports, click on ‘Go’.
3. Find the treatment you need to invoice and click on it to open the report.
4. In the Actions button in the top right-hand corner, select Invoice treatment.
5. Ambiki will automatically create invoices for all active payment methods associated with the patient's profile. If there is any issue creating the invoice, you will see a message notifying you of the missing information.
6. You can print your invoice. Under Actions, click on ‘Print’ to pre-view your invoice and begin the printing process.
Bailey Morgan