CoCharts

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How to create and review an invoice

Work with patient invoices within your provider billing scope.

  1. Open Billing

    Choose Outstanding to review balances or Invoices to find an invoice. Billing is also available inside the patient's chart.

  2. Prepare the invoice

    Choose the patient and appointment or service, then review the line items and amount. Clinic clinicians use the catalog and rates managed by their clinic.

  3. Review and send

    Edit the draft as needed before sending it. Open the invoice to review its status and payment history.