Invoices can be used to collect payments from patients. Invoices can be directly sent to the patient's email for a patient to complete or can be automatically collected if the patient's billing information is on file.

Prerequisites

Part 1: Create products (EMR)

Products are goods and services that you can offer to patients that patients pay for directly (via Stripe).

Follow the instructions here to set up your products.

Steps:

Step 1: Create an invoice (EMR)

To create a invoice:

• Go to the EMR (e.g. emr.avonhealth.com)
• Click on the hamburger menu on the top left corner > Patients
• Click on the “View Chart” button of the appropriate patient
• There are two ways to create a new invoice
  1. Click on “Add” button on the top right corner and select Invoice in the dropdown
  2. Pick the “Bills” shortcut in the patient panel on top bar, click on “Add a new bill” button on the top right corner, and select "Invoice" in the dropdown
• Fill out the requisite information
  • Name: Name of the invoice
  • Patient: Verify that the patient name, gender, MRN, date of birth, and address are accurate.
  • Product: Select the product that you are billing the patient for
  • Collection Method: Select either:
    • Charge Automatically; Automatically charge the patient's card on file if available
    • Send Invoice: Send an invoice to the patient's email address for the patient to complete
• All information set is autosaved so click “Finish and Go Back” if you are done editing the invoice for now or click "Send Invoice" if you are ready to send the invoice

Step 2: Request review (EMR)

You can request review of the invoice before sending it. Follow the instructions here to request review.

Step 3: Add comments (EMR)

You can add comments to the invoice before sending it. Follow the instructions here to add comments.

Step 4: View, edit, and delete invoices (EMR)

To view, edit, or delete invoices:

• Go to the EMR (e.g. emr.avonhealth.com)
• Click on the hamburger menu on the top left corner > Patients
• Click on the “View Chart” button of the appropriate patient
• Either:
  • Scroll through the patient’s chart to find the desired invoice OR
  • Click the “Bills” shortcut on the patient panel and scroll to find the desired invoice
• Click on the invoice card to go into viewing mode
• Toggle the top dropdown to go into editing mode
• Scroll to the bottom right-hand corner of the card to find the “Delete” button (NOTE: the “Delete” button is only visible when you are in editing mode)