General billing sequence 

 

This guide will walk you through the general billing sequence for insurance or private pay clients. For facility billing, you may be marking the visit notes as treatment report not needed and creating non-standard service entries instead. Please see this FAQ regarding Facility Billing if you are billing to a contracted facility: https://ambiki.com/help/faqs/how-to-log-a-facility-invoice-for-a-treatment-done-in-a-facility

 

Part 1: Set-Up Checks 

 

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. 

 

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

 

 

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

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. 

 

 

 

 





Short video walk-through: