Invoices can be printed, emailed or accessed immediately by patient via the patient portal for their records, or for health insurance fund rebates if required.
To add details for health fund claims, see these articles:
Follow the steps in this article to create an invoice from the diary, the patient record or a prescription.
Step 1. Go to Patients -> Invoices -> open the invoice -> send a patient an invoice by SMS or email from the action bar -> the body of the SMS or email will contain a unique link to the SimpleClinic web portal. When the patient clicks on this link, they will be able to view or download their invoice and print if required. Select OK to Send.
Open the link to test that the invoice appears as you expect. From here you can download the email following the next steps.
Step 2. Select the Download button to save and / or print a plain text version of the invoice.
Step 3. The downloaded version of the invoice, as below, shows all the necessary fields for health funds including the date the service was performed on (set this up by following this article).
This can be printed by you for your patient or by the patient at home, or saved as a PDF to upload for a health fund claim.
