Skip to main content

How do I mark a session as complete for an appointment? (South Africa)

Marking a session complete

Use Mark Session Complete to finalize an appointment and handle billing based on your selected payment type.

To mark a session as complete:

  • Go to Appointments → Open

  • Locate the session

  • Click View Details

  • Click Mark Session Complete

Choose payment type

  • Select the appropriate payment option:

    • Online Payment

      • If connected to an integrated payment partner, an invoice and payment link will be sent to the client

Watch a video walkthrough

  • Other Payment

    • Used for payments made outside the platform (e.g., cash, bank transfer, card machine)

    • If already paid, you can record the payment and send a receipt

Watch a video walkthrough

  • Insurance Payment

    • Use this option when submitting a claim to the client’s insurance/medical aid provider

    • No payment link is sent to the client

    • The invoice is intended for insurance processing and reimbursement

Watch a video walkthrough

Review billing details

  • Confirm or update line items (prefilled from the service)

  • Add additional line items if needed

  • Add discounts if applicable

  • Add diagnosis (e.g., ICD-10) if not already prefilled from the client profile

Watch a video walkthrough

Finalize

  • Based on your payment selection:

    • Online Payment

      • Save and Review → saves the invoice as a Draft

      • Click Request payment to send the invoice and payment link

    • Other Payment

      • Save and Review → saves the invoice as a Draft

      • Send → sends the invoice to the client

      • Send Receipt → records payment and sends a receipt

    • Insurance Payment

      • Click Generate invoice to create the invoice for insurance processing

      • Once payment is received from the insurer, manually mark the invoice as paid

What happens next

  • The appointment moves to the Completed tab

  • An invoice or receipt is created in the Billing section

Watch a video walkthrough

  • Watch the videos below for step-by-step guidance:

Important

  • Insurance payments require manual tracking and reconciliation once payment is received

Tip

Use the correct payment type to ensure accurate billing and a smooth reimbursement process.

If you need help managing your billing, please contact our support team at support@trova.health.
​

Did this answer your question?