With Hero Health, you can raise invoices for your services and send them to patients. The steps below cover this process:
Step 1. Create the invoice
This can be done a few different ways, you can either:
On the home screen select "Create Invoice" from the "Quick actions" menu.
Go to "Invoices" then select "New" in the top right corner.
On a patient's profile in the "Overview" section, you can "create" a new invoice.
As part of an appointment - Learn more about chargeable appointments here
Once you have started to create the invoice you will see the screen below
From here you can select the patient if needed as well as update the billpayer and any other information needed for the invoice. Invoices from Hero Health work based on "items" these can be added when creating an invoice. This saves you time as it means you will only need to set up an item once, the price and other details attached will be saved to this item.
Step 2. Send the invoice to the patient
Once you are happy with the invoice details you can move on to the next part of this process by selecting "continue to payment". On this next screen, you can see that invoices can be paid in a number of different ways. However, we will focus on sending this invoice to the patient.
On this screen, you should see an option to "Pay later" (as below). Here you can select "Send invoice and remind until paid", you can also decide at this point if you want this to be sent via email or SMS. You can also select if you want the patient to receive reminders until the invoice is paid.
Once you select "Confirm" an invoice containing a link to pay will be sent to the patient via the method selected.
If you have any questions on this or want to learn more please feel free to start chatting to us!