Configure Patient Invoicing

In OptiMantra, you can easily send invoices to patients to get paid for outstanding fees - the invoice will send as an email to the patient with a link where they can easily pay their bill or any outstanding amounts on their accounts

Note that you need to be using an integrated payment processor only one provider/bank account can be assigned. If your clinic has more than one bank account, please review the Settings > Communications > Patient Portal and Kiosk to SHOW superbills and ALLOW payments of bills to "Yes, only one at a time."

• Configuring Patient Invoicing
• Sending Invoices
• Checking Invoice Status
• Specific Scenario: Invoicing No Show Fees

Configuring Patient Invoicing

Go to Settings > Payments > Patient Invoicing

• Configure your email information (who it sends from, the subject and reply to)
• Add your message
  • You can add both a top part and then a 'footer' that shows up under the link
  • You can also use the FIRST_NAME_OR_NICK_NAME key name to address your patient
• OptiMantra will auto-generate a unique link that will be inserted within the email as well
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• Add your payment processor from the drop down list and choose the practitioner linked to the bank account.
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• You can also decide on what cadence you want the emails to go out - and who you want to notify when a payment comes in
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Sending Invoices

You can then send bills/superbills as invoices when finishing up the superbill or from the superbill history page

1. When creating a Superbill, click the Send Email button at the bottom of the page and it will send an invoice if there's an outstanding balance remaining (otherwise it will just send the receipt)

2. Go to Patient Actions > Superbill History (the 1/2/3 icon) and you can Send Invoice right from there too

The email will send with your template (created above), the payment link, and the Superbill attached at the bottom

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Checking Invoice Status

• Go to Shortcuts > Admin > Invoicing
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• This will pull up a list of all your outstanding invoices and status
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Specific Scenario: Invoicing No Show Fees

• Create a service  under Settings > Services & POS > Services (Fee Schedule) called Patient No Show with your no-show charge (also make sure that it is set to NOT show up on online booking) 
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• Configure your Settings > Services > Patient Invoicing to send Immediately not just at 1 week overdue so the emails you're sending will send now (vs in a week)
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• Then, for the patient, create a blank superbill where the service you add is Patient No Show and at the bottom check the Send Email button before saving and closing
• This will send the invoice so they can pay online.
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