The New Invoice button is the order taking, Exam billing, and Invoicing function of Filopto.
Linked to the EMR and to the Inventory function, the Invoice can record patient sales and create an invoice for the services and items purchased, while automatically adjusting the inventory for items sold.
Three types of invoices can be created by Filopto.
Automatic (Bar Coding): You can create an invoice which reads from the inventory pricing information automatically.
Manual: You can create a custom invoice and enter the invoice line items manually with no effect or use of the Inventory system.
When you enter the New Invoice screen, you are presented with a standard Invoice summary screen (seen below).
The Invoice screen allows you to record a patient's sale. The help file is constructed to walk a user through the various steps required to properly complete an invoice and create an insurance claims. The topics are listed in the order a user would properly complete an invoice. For example a user would record all Invoice adjustments and payments before preparing the insurance claim.
