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Creating an Invoice

Invoices in WithinEHR connect the clinical service delivered to the payment owed. Generating them accurately and promptly is essential for a clean revenue cycle and timely reimbursement.

Generate an Invoice from the Billing Page​

  1. Go to the Billing section from the navigation pane.
  2. Click New Invoice or Create Invoice.
  3. Select the client.
  4. Add the services rendered with the correct billing codes and amounts.
  5. Set the invoice date and due date.
  6. Click Save or Send to issue the invoice to the client.

Generate an Invoice from a Completed Appointment​

Invoices can also be created directly from an appointment record once the session is complete, ensuring all service details are pre-populated accurately.

  1. Open the completed appointment from the Schedule tab.
  2. Click Create Invoice from the appointment details.
  3. Review the pre-filled service details and adjust if needed.
  4. Click Send to deliver the invoice to the client.

Tips​

  • Always verify the billing codes match the services documented in the clinical note before sending.
  • Use invoice templates to maintain consistent formatting and reduce manual entry for recurring service types.