A Charge Receipt will show the total amount paid by the patient, as well as the Codes that are charged on that DOS.
The CPT codes will NOT have charge amounts listed alongside them on a Charge Receipt. This level of detail would be found in the CPT Level Detail of Invoicing for Claims Integrated clients only, OR in Superbills for Self Pay Patients.
To generate a charge receipt for printing or manual emailing to the patient go to MORE inside of the patient chart.
Once inside this section, select Charges > All.
To generate a charge receipt with CPT codes listed there must be the following:
- A Payment made for this DOS
- A note completed for this DOS
Select the Date to open the Receipt. Next click Download Receipt.
For DOS that does NOT have a completed note but does have a charge associated with it, the Charge Receipt will look like this:
BULK CHARGE RECIEPTS:
You can also complete this in Bulk, by selecting multiple DOS via the checkboxes to the left, and then selecting the download icon.
Next you will be have the opportunity to select how you want the receipts to download.
Once you make a selection, you will be able to click Download.