Clinics have the ability to display the "B" link next to E and Rx for each patient in the Search section Clicking B opens the Create Invoice screen for the associated patient.
This provides a quicker way to create an invoice outside of the schedule and eliminates the need to navigate to the Master Record to create an Invoice.
This feature is not available by default, and must be enabled by a clinic Administrator. Please see instructions below on how to enable this feature.
Enable "B" on Search
- Navigate to Administration > Billing > Billing Settings
- Select "Yes" besides "Display "B" Create Invoice link on Patient Search"
- Click Save
Going forward, a B link appears between E and Rx when using the Search link on the schedule. Clicking the B opens the Create Invoice screen.