1. Adding Exam Services to an Existing Invoice
In cases where a copay is collected upfront, you may need to add exam services to an existing invoice.
Steps:
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Create or complete the exam for the patient.
Add the relevant Procedure Codes and ICD 10 Codes.
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Click the dropdown next to "Create Invoice" to access the "Add to Existing Invoice" button
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Choose the option to "Add to Existing Invoice"
By default, the most recent invoice for this patient will be selected. You can choose a different invoice if desired.
Exam procedures and ICD10 codes will be added to the selected invoice.
2. Adding a Glasses Order to an Existing Invoice
You can follow a similar process to add a new optical (glasses) order to the an existing invoice.
Steps:
Create or complete an Optical Order.
Click the dropdown next to "Invoice Options" to access the "Add to Existing Invoice" button
3. Choose the option to "Add to Existing Invoice"
By default, the most recent invoice for this patient will be selected. You can choose a different invoice if desired.
❗ Important Note
An exam or order can only be linked to a single invoice.