General Billing Sequence

Billing Guide
Last updated: August 23, 2024
EMR Billing

General billing sequence 


 

This guide will walk you through the general billing sequence.  

 

Part 1: Set-Up Checks 

  1. First, it's essential to add the Billing Provider Information and Default Service Rates. For detailed instructions, please refer to this guide.  
 

2. Additionally, make sure to add the payment method (in this case, cash) to the patient's profile by following these steps.  
 

Once these foundational steps are completed, you can proceed with confidence through the billing sequence. 

 

Part 2: General Billing workflow 

If you follow this sequence of events, all your events, notes, and billing will be linked together so the notifications/tasks all match up. 

  1. Create an event on the schedule calendar. See our FAQ on how to do this. 
 



2. From the scheduled event, take attendance, then click on the visit note icon. 
 
 
 
Clicking on the visit note icon on an event.
 
 
 
 
 
 
 

3. Write the visit note, save it, and then click on Actions and select Billing. 
 
 
 
Clicking on Billing in a visit note.
 

 

 

 

 

 

4. Confirm your billing details and click on the button labelled Save billing data. (This creates a treatment report). 
 

 

 

Adding the Billing data to the visit note.
 

 

 

 

 

 

5. Double check your visit note. If everything looks good, sign your note. 
 

 


6. Go to the Payments tab in the patient profile. In the patient invoice section, you'll find an automatically generated invoice from when you signed the visit note in step 5. Locate the invoice and click on Add payment. 
 

 

 

Adding a payment to the patient invoice.