Creating An Invoice From a Treatment Report

Creating An Invoice From a Treatment Report image
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: 

  1. On the left navigation, click on ‘Billing’. 


Left navigation tab.
 





 
 2. Under Treatment reports, click on ‘Go’. 


Link to view treatment reports.
 
 






 3. Find the treatment you need to invoice and click on it to open the report. 


Opening a treatment report.



 






 
 4. In the Actions button in the top right-hand corner, select Invoice treatment


Link to invoice a 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. 


The patient invoice.



 







 
 6. You can print your invoice. Under Actions, click on ‘Print’ to pre-view your invoice and begin the printing process.  


Clicking on print in the action dropdown.



 
 





 
The print preview of a patient invoice.