How to Bill Multiple Patients on One Payment
Video Tutorial:
1. Open the patient profile and confirm relationships 0:17
- Start from the patient’s profile.
- Before billing multiple patients together, make sure the patients have an assigned relationship.
- Confirm which patient is the guarantor and which patient is linked to that guarantor.
- This relationship setup is required so invoices can be grouped correctly.
2. Go to the guarantor’s invoice section 0:46
- Navigate to the invoice section for the guarantor.
- You should now see invoices for both the guarantor and the related patient(s).
- This is where you can manage billing for multiple patients in one place.
3. Select the invoices you want to include 1:04
- Click the invoices you want to collect payment for.
- You can select invoices from multiple patients.
- At this point, you can choose to:
- Print the invoices as one combined statement, or
- Collect payment for the selected invoices.
4. Review the payment amount and adjust if needed 1:23
- When you choose Collect payment, the system pulls in the patient responsibility from all selected invoices.
- You can:
- Pay the full amount, or
- Make a partial payment by adjusting line items from each invoice.
- This gives you flexibility when collecting one payment for multiple patients.
5. Submit the payment and confirm it posts to all invoices 1:33
- After adding the payment, the system automatically applies it to each selected invoice.
- Once processed, the invoices will show as paid.
- The payment is posted across all included patient invoices automatically.
6. Get help if needed 1:51
- If you have questions or run into issues, visit the BARDI Help Center.
- Support site: support.bardi.com
- The support team can help with billing and terminal-related questions.