No, when you select Insurance Payment and click Generate Invoice, nothing is sent to the client.
What happens when you click Generate Invoice
An invoice is created in Draft status in the Billing section
No email is sent to the client
The invoice is prepared for insurance claim processing
To send the claim to insurance
Go to Billing
Select the invoice
Click Mail to insurance claim
What happens next
The invoice status will change to Sent
The claim is sent to the insurance/medical aid provider
When payment is received
Go to Billing
Locate the invoice
Click Mark as Paid
Send receipt or invoice to the client
Click on the invoice line item
Select the Mail option
Choose to send the receipt, invoice, or both
Enter or confirm recipient email(s)
What happens next
The selected document(s) will be sent to the client’s email on file
If insurance does not pay
Go to Billing
Select the invoice
Click the Mail option
Send the invoice to the client for payment
Important
Generate Invoice does not send any communication to the client
Mark as Paid does not automatically send a receipt
You must manually send documents using the Mail option
Tip
You can add additional recipients when using the Mail option
Make sure to click the + button after adding each recipient to ensure the email is sent successfully
If you need help managing your billing, please contact our support team at support@trova.health.