Invoicing
Adding ICD-10 codes to your appointments
You can easily add ICD-10 diagnosis codes to your appointments so that you can create invoices that the medical aids will accept.
How to password protect your invoices
With AppointmentGuru, you can password protect your invoices. This will encrypt the PDF files that are sent via email, as well as adding an additional layer of security to the invoice view webpage.
Editing an existing invoice
How to edit an invoice you've already created.
Find outstanding balance - appointments or invoices that have not been paid
AppointmentGuru gives you great insight into the state of your business. With AppointmentGuru, you can easily find invoices or appointments that have not been paid - making sure you collect all the money owed to you!
How to fix incorrect client data on your invoices
When editing information on an appointment, you may notice inconsistent information appearing on your invoices. This can result from information relating to dependents or changed client details. With AppointmentGuru, you have granular control over all your data and how it is displayed. This article will help you understand how data on a client and an appointment is used and how you can edit it.
Sending your invoice and automatic payment reminders
Use AppointmentGuru's payment reminder notifications to remind your clients to pay their invoices.
How to record a credit for a client
Sometimes you need to record a client credit. While this is not currently directly supported in AppointmentGuru, there is a workaround.
Creating an invoice for a client who was treated by multiple practitioners
If you have a practice with multiple practitioners and a client sees more than one practitioner during your billing period, it is easy to create an ethical invoice that details all the client's appointments and the practitioners they saw.
How do I give a client a discount for an appointment?
Give clients a discount when creating their invoice.
Create an invoice from a single appointment
Quickly create an invoice from a single appointment. Useful if you want to quickly invoice a customer right after their appointment.
How to delete a payment
Remove a payment from an appointment you have accidentally marked as paid.
Generate a client history report
You can generate a client history report for any client. This will generate a print-friendly report detailing their appointments, diagnosis codes (ICD-10 and tariff codes) plus any notes that you have stored on their profile.
How to change your bank details
Each space has its own bank details which will be displayed on your invoices so that your clients can pay via EFT. Editing bank details is simple.
Adding a referring doctor or practitioner to your invoices
You can add a referring doctor to your records and invoices
Adding personal and medical aid information
Include your clients medical aid information on invoices for medical aid submission.
Submit an invoice to medical aids
Easily send an invoice to a medical aid from AppointmentGuru.
Creating an appointment for a child or dependant
Learn how to create appointments for dependents. They will be attached to the account of the main customer, but can be invoiced separately.
How does invoicing work?
AppointmentGuru's invoicing is generated from appointments and can include codes for medical aid submission
Using Yoco with AppointmentGuru
Connect your Yoco and AppointmentGuru accounts to accept payments for your invoices.
Invoicing for appointments that have been paid in advance
This article will outline how you can keep track of a client's account when they've paid in advance for several appointments.
Tools and techniques to speed up adding ICD-10 and process codes to your appointments
How to copy codes from previous appointments, apply codes to a recurring series of appointments, or create a treatment plan for a client based on the codes on a specific appointment
Update appointment information on a invoice
Sometimes you change information on your appointments after an invoice has been created. You'll notice that this information does not update automatically on the invoice. This is by design because once created, an invoice should not change unless you explicitly want it to. Not to worry, though; it's easy to refresh the appointment information on your invoice.
Automating ICD-10 and process coding
Save time with automatic ICD10 and process coding. Have AppointmentGuru add codes to new appointments based on the client, or the appointment type
Add product sales to an invoice/appointment
If you sell physical products, you can add them when invoicing your clients.
View your invoices from AppointmentGuru
For your records, you might want to download invoices for your AppointmentGuru subscription. You can access these from the AppointmentGuru app.
Create an invoice from multiple appointments
Create an invoice from a number of appointments. Useful if you want to generate an invoice for a client after a period of time (eg. if you want to invoice at month-end or on a weekly basis).
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