For Insurance Payment, the Generate Invoice option replaces Save & Review.
How it works
When you select Insurance Payment, you will see Generate Invoice instead of Save & Review
Generate Invoice performs the same function
What happens when you click Generate Invoice
The 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
Why Save & Review is not shown
Insurance payments are not sent directly to the client
Since no communication is triggered, a separate Save & Review option is not needed
Important
You will need to manually send the claim using Mail to insurance claim
The invoice remains in Draft until you take further action
Tip
Use Generate Invoice to prepare and review insurance invoices before submitting them to the insurer.
If you need help managing your billing, please contact our support team at support@trova.health.