INVOICES AND PAYMENTS

Review an invoice

Check the billed work before collecting payment.

For Assistant · authorised finance staff

01 / HOW TO

Steps

01
Open the correct visit or invoice and confirm the patient and payer.
02
Review medicine, services, quantities, discounts, and totals.
03
Check what the patient owes separately from any panel or corporate amount.

02 / SEE IT

Visual guide

Invoices list with fictional TEST invoice numbers, patient names, amounts, and outstanding balances. — Search the TEST invoice list and compare the patient, invoice amount, and outstanding amount before opening it. Select image to explore.

Patient and payerConfirm this is the right visit and billing party.
Billed linesCheck medicines, services, quantities, and discounts.
Amounts dueSeparate the patient balance from any panel or corporate amount.

Check identity, charges, and the correct payer before taking payment.

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