- From the Calendar, select the appointment
- Go to Invoice, on the left
- Click Email, in the top right
- The invoice will be automatically emailed to the client
Notes
- If you'd like to add your signature to the invoice, simply click the Add Signature check box
- To print an invoice, click Print to generate a PDF it
- To download the invoice, click Print, then save the PDF to your device
- Always follow applicable laws and compliance rules when downloading, uploading, or emailing protected healthcare information
Video guide
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