Link invoices to appointments

Linking an invoice to an appointment lets staff see, at a glance, whether an appointment still needs an invoice created for it, and whether that invoice has been paid — without having to open Patient360 or search the Financials view separately.

Once an invoice is linked to an appointment, a small dollar icon appears on the appointment and in the Dashboard, so staff can immediately tell an invoice exists for it just by looking at the schedule.

Invoices created directly from an appointment are linked automatically but can be unlinked if needed.  Invoices created from Patient360 or the Financials view needs to be manually linked. 

Step-by-Step