To mark a session as complete, follow these steps:
Navigate to the Appointments Section:
Go to the Appointments section on your dashboard.
Select the Open Tab:
Click on the Open tab to view appointments that have taken place but have not yet been marked as complete.
View Appointment Details:
Locate the appointment you want to mark as complete.
Click on the View Details option on the far right of the appointment.
Mark as Complete:
Select Mark Session Complete.
Choose Payment Type:
Online Payment:
If connected to our integrated payment partner, the system will automatically generate and send an invoice along with a payment link to the client.
Other Payment:
Use this option if you are collecting payment via your banking details, credit card machine, or cash.
If the client has already paid, select this payment type to record the payment and send a receipt to the client's email on file.
Review Line Items:
Verify or Update Line Items: Ensure all billing details are correct and make any necessary adjustments.
Add ICD-10 Code: If the ICD-10 code is not already input in the client profile, you can add it during this step.
Provide Discounts or Add Cash Payments: Enter any applicable discounts or additional cash payments.
Finalize Billing:
Based on the selected payment type, you will:
Send a Payment Link: For online payments through integrated partners.
Generate an Invoice: For other payment types, you can save and review the invoice in the Billing section before sending it off.
Send a Receipt: If recording a payment that has already been made.
Complete the Process:
Once you complete the Mark Session Complete flow, the appointment will move to the Completed tab.
An invoice or receipt will be created in the Billing section for your records and further action if needed.
Important Note:
Billing Initiation: Billing can only be initiated once the appointment has been marked as complete, ensuring that all session details are finalized before processing payments.
This process ensures that your appointments are accurately finalized, billing is handled efficiently, and your records remain up-to-date for seamless practice management.