Basic Invoicing

Basic Invoicing

Quick Invoicing is a helpful for staff when they have a client with multiple patients or walks in to enter invoice charges. eVetPractice’ s Quick Invoicing feature allows staff to edit treatments items (such as price, quantity, or comments) as well as print prescription labels. Staff can also submit lab orders from Quick Invoicing as well

 Quick Invoicing must first be enabled in the site. Click the Settings Menu (Gear Icon) > General > Enable Quick Invoicing and make sure the box is checked off below: 

mceclip0.png

 To begin Quick Invoicing for a client the staff can access from one of following locations:

mceclip1.png

  • The Quick Invoicing Icon shown to the left of the client name in the client record
  • From the patient record by clicking on "Start Quick Invoicing" in the blue shaded "Patient Quick Links" section.
  • mceclip2.png
  • From the client search menu.
  • mceclip3.png
  • From a scheduled appointment.
  • mceclip4.png

 

Once Quick Invoicing is accessed from any of the screens above the staff is able to enter the service date and time by clicking on the Service Date field. It will default to the current date and time, but the staff can change if needed. The service date will drive any reminders generated from items added during Quick Invoicing.

Next treatments are added by patient or treatments can be added for multiple patients at one time. To add treatments search by name or code in the “Items to Add” search bar and select from the dropdown when they appear. *Please note, all patients associated with the client will appear, but only the patients treatments entered for will have their EMR updated by Quick Invoicing.

mceclip5.png

  • To edit an item or to print a prescription label, click on the hyperlinked name of the treatment item and it will display all the item details and Rx details (if item is dispensable) where the staff can edit the quantity, price, add comments to appear on invoice and/or medical record print out, and print the Rx label directly to the Dymo printer from the Rx details box.mceclip6.png

When the staff needs to invoice the same treatment items for multiple patients the staff has the ability to do so from Quick Invoicing.

  • First, the option to add items to multiple patients at once through quick invoicing must be enabled. To enable to go the Gear Icon> Payment History/Estimate Settings>check off “Enable option to add items to multiple patients at once through quick invoicing.mceclip7.png
  • Second, each employee much have the employee right to add items to multiple pets from Quick Invoicing. To enable go to the Gear Icon>Employees>click edit pencil next to employee name>Employee Rights>Medical Record>check off “allow ability to apply multiple billable items patients at once.
  • mceclip8.png
  • Third, once the staff has accessed the Quick Invoicing screen they will need to click on the link for Add for Multiple Patients
  • mceclip9.png

 

  • Forth, once the “Add items to multiple patient’s box appears search for items within he search bar using code or name and add all items to be applied for multiple pets then check off each pet that need charges and then Ok.
  • mceclip10.pngmceclip11.png

 

*Please note that quantities for treatment items can be edited from the “Add item(s) to Multiple Patient(s)” screen but Rx labels or lab orders/results cannot.

 

  • To edit an item or to print a prescription label, click on the hyperlinked name of the treatment item and it will display all the item details and Rx details (if item is dispensable) where the staff can edit the quantity, price, add comments to appear on invoice and/or medical record print out, and print the Rx label directly to the Dymo printer from the Rx details box.

 

By clicking on "Back to Client" at the top left or the bottom left of the Quick Invoicing screen the staff will be directed to the client's record which will show a balance due on the account.

mceclip12.png

mceclip13.png

Clicking "Checkout" on the bottom left of the Quick Invoicing screen will direct the staff to the payment processing screen.

mceclip14.png

mceclip15.png

 

Have more questions? Submit a request

Comments