Overview

The Billing module helps you manage invoices, payments, insurance claims, and financial reporting for your clinic.

Accessing Billing

URL: /clinic/billing
Navigation: Sidebar → Billing

Creating an Invoice

1. Click Create Invoice
2. Select patient
3. Add line items:
   • Services provided
   • Procedures
   • Products/equipment
4. Apply discounts (if any)
5. Select payment method
6. Generate invoice

Payment Processing

Recording Payment

1. Go to invoice
2. Click Record Payment
3. Enter payment amount
4. Select payment method (Cash, Card, Insurance, etc.)
5. Add payment reference
6. Save payment

Insurance Claims

Submitting Claim

1. Create invoice for insured patient
2. Select insurance provider
3. Add required documentation
4. Submit claim
5. Track claim status

Financial Reports

• Revenue Report - Total revenue by period
• Outstanding Invoices - Unpaid invoices
• Payment History - All payments received
• Insurance Claims - Claim status and payments

Best Practices

• Create invoices immediately after service
• Follow up on outstanding payments
• Submit insurance claims promptly
• Review financial reports regularly