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How to pay an invoice for a treatment plan

This guide explains how to make a payment for a treatment plan invoice. To make a payment, the invoice must be approved first.

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Step 1.

Go to Search patient.

Select the patient you want to create a treatment plan for.

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Step 2.

You will then be taken to their patient EMR page.

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Step 3.

Go to the invoices tab and click the binoculars icon on the invoice you want to pay.

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Step 4.

To make a payment for an invoice, click Make payment.

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Step 5.

This will open a pop-up box where you can enter the details of the payment.

Fill in all required (*) fields.

Click Save payment.

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Step 6.

The invoice will then be labelled as Closed.

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