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Billing — Web App

The web app lets you enter billing by patient and generate a PDF report for the current shift.

Patient Billing​

Inside a patient record, open the Billing tab to enter billing information for that patient.

You can add:

  • a short diagnosis;
  • one or more visits;
  • billing codes;
  • the visit moment;
  • the visit time.

Use Catalog to search codes by code, name, or rate, then insert the selected codes. Information is saved automatically.

Billing Dashboard​

Click Billing in the top navigation bar to open the current shift billing dashboard.

This page contains:

  • an autosaved billing memo;
  • optional attachments, such as images or PDFs;
  • the list of patients that still have billable acts;
  • a reminder of useful details to add to the memo.

The memo and attachments are included in the generated report.

Generate a Billing Report​

  1. Open Billing
  2. Review the memo and attachments for the current shift
  3. Wait for the saved indicator to be up to date
  4. Click Generate report
  5. Preview the generated PDF

In the preview window header, use the buttons to print or download the PDF.