Bill the visit

The doctor adds the charges

1. In the visit, open Materials and charges.
2. Under Charges for this visit, type in Find a service or fee and add what was done. Prices come from your services and your fee schedule.
3. Under Materials used, add the stock you used if you track it. It is taken out of stock, from the lot you choose or the earliest to expire.
4. Tap Save charges. You see Saved. The desk can bill them now.

The desk bills them

1. On the Clinic desk, open To bill. Each visit shows its Total, and Has insurance when the patient has a card on file.
2. Choose how to bill:
   • Invoice the patient: STAK issues the invoice. Tap Open the invoice to take payment or send it.
   • Insurance claim: choose the Insurance card and tap Create the claim. Then check and send it in Insurance and claims.

If billing is blocked

• Waiting for the doctor to sign the visit: a visit is billed only after it is signed.
• A charge has no billing code.: ask the doctor to use a coded item.
• The visit has no diagnosis code.: the doctor adds one to the visit.
• Insurance claims are part of the Custom plan. Billing needs the Invoices app.