Email Patient Invoices

Mary Jane -

There are a number of ways you can email an invoice to a patient.

1. During the Complete & Invoice process.
2. From the patients profile.
3. From the Invoice Search page.

1. Complete & Invoice Process

From the Home page, click the patients appointment, select Complete & Invoice, you will have the option in the Receive Payment screens to select to "Email Patient" the invoice and the receipt after they have paid.

2. Patients profile

a. Go to the patients profile and select History>Invoice tab.

b. Click blue icon to the left of the item you want email and select "Email Invoice".

c. You'll be prompted to confirm you want to send the email.  The email address on the patients file will appear, select "Ok".

d. You'll be prompted the message went successfully. Select Ok.

e. The email sent is logged under the patients Correspondence>System Emails tab.

3. Invoice Search Page

a. Go to the Accounting tab and select the Invoice Search link.

b. Enter the search criteria or enter a patients name. Click the blue icon to the left of the item you want to email and select "Email Invoice".

Have more questions? Submit a request


Please sign in to leave a comment.