Multiple Ways of Generating Invoice
Overview
ICANotes+ provides several options for generating invoices. You can create an invoice from the following locations:
- Within the note
- The compiled note
- The Billing tab > Invoicing panel
Additionally, you can create a single invoice that includes multiple encounters.
This knowledge base article explains all the locations from which you can generate an invoice and how to include multiple encounters on the invoice.
Generating Invoice from within the Note
You can generate inovice from any of the following notes:
- Quick Note
- Case Management
- Couples/Family Therapy
- Progress Note
- SOAP Note
- Complete Evaluation
In this article, the Progress Note is used as an example.
In the Service Codes section, click the Enter button as depicted in the screen below:
On the Service Codes screen, click the Generate Invoice & Superbill button as shown below.
The following screen will be displayed. You can view invoice or superbill as desired.
Generating Invoice from the Compiled Note
You can generate inovice by compiling any of the following notes:
- Quick Note
- Case Management
- Couples/Family Therapy
- Progress Note
- SOAP Note
- Complete Evaluation
Once you compile the note, click the Generate Invoice & Superbill button displayed at the top as shown in the screen below.
To generate only the invoice, select the dropdown next to Generate Invoice & Superbill, and then select Generate Invoice Only.
The following screen will be displayed. You can view invoice or superbill as desired.
Generating Invoice from the Invoicing panel
You can generate invoice from the Account tab > Invoicing panel.
- Navigate to the client's chart face and click the Account button.
- Expand the Invoicing panel.
- Select the encounter note and click the Generate Inovoice link from the header, as shown below:
Creating Single Invoice and Include Multiple Encounters
You can create a single invoice and include multiple encounters on it. To create a single invoice,
- Navigate to the client's chart face click the Account button.
- Expand the Invoicing panel.
- Select one or more encounter notes and click the Generate Inovoice link from the header, as shown below:
The following screen will be displayed. Click the View Invoice button.
The invoice will appear including multiple encounters as depicted in the screen below:
Watch the Video
Click here to watch a video about this feature.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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