Invoice Status Update: Once the invoice is sent to the insurance company, its status in the Billing section will change to "Sent."
Monitor for Reimbursement: You will need to actively monitor for reimbursement from the insurance company.
Manual Payment Confirmation: Upon receiving the reimbursement, you must manually mark the invoice as "Paid" in the system.
Receipt Issuance: Marking the invoice as paid will trigger an automatic email that sends a receipt to the client’s email address.
This structured approach helps ensure that both the administrative and client communication aspects are handled efficiently after the invoice is sent to the insurance company.