Add Medical Invoice

Method 1:

1. Click “Medical Invoice” in the left-side menu bar.
2. Click “Create” in the top-right corner.
3. Click “Choose Medical Record” to pick the medical record being charged, then fill in the charge items, discount and payment details. (“Date” defaults to today, and “Charge Items” starts with “Consultation and Treatment Fee”.)
4. Click “Save” in the “Menu” on the right.
5. After saving, the system generates the “Ref No” automatically; if you filled in “Custom Ref No.”, that number is used instead.

Method 2:

1. Click “Medical Record” in the left-side menu bar and click the relevant medical record.
2. Click “Create Invoice” in the “Menu” on the right; the medical record is filled in for you. (The button does not show once the record has an invoice.)
3. Fill in the details and click “Save” in the “Menu” on the right.

Note: on a narrow screen, such as a phone, the “Menu” on the right becomes a toolbar at the bottom of the page, with icons for its buttons and other actions under ”⋯”.