5. Processing an Appointment and Generating a Medicare Compliant Invoice / Receipt

Anytime the client has an appointment with you simply click on the appointment in the diary, select the Medicare service you provided, select the payment method they used (if any) and then click Save.  To print or preview the invoice click Invoice > Print Invoice and your invoice will be generated and will include all the required Medicare information.  (Shortcut Tip:  You can also right-click an appointment and select "Print Invoice")


Click here for information on how to send a Patient Claim or Bulk Bill to Medicare.