No, when you mark insurance payment and click the “Generate invoice” button, nothing is sent out to the client. Here’s how it works:
Invoice Creation in Draft Mode: Clicking “Generate invoice” will create an invoice in your billing section in draft mode. This means nothing has been sent out yet.
Sending the Claim to Insurance:
Go to the billing section.
Select the invoice.
Click “Mail to insurance claim” to send the claim to the insurance company.
The status will change to “Sent” until payment is received from the insurance.
Marking the Appointment as Paid:
After receiving payment from the insurance company, navigate to the billing section.
Locate the appropriate appointment.
Select “Mark as paid” from the menu options.
This action sends a receipt to the client and updates the status in billing to “Paid.”
If the Insurance Company Does Not Pay:
You can request payment from the client.
In the billing section, click “Request Payment.”
This will send an email to the client with a payment link and invoice.
By following these steps, you ensure that invoices are properly managed, and clients are only contacted when necessary.