NextGen - How do I create an Invoice?
1) Once the plan items have been added to the plan active page please click on the perform and invoice option.
2) Once clicked on perform and invoice click on yes to bypass the cart.
3) Once clicked on YES and bypassed the cart the invoice will be generated.
Related Articles
NextGen - How to create a new Encounter?
1) Please go to the patient's account and click on add encounter as shown below. You can create multiple encounters based on the requirement. 2) Fill in all the necessary information and click on save.NextGen - How do I create history/exam form?
1) Please click on the preferences icon as shown below. Navigate to medical record then history/exam forms and select the relevant option. 2) Click on Add History Form / Add Exam Form. 3) Fill in the necessary details and click on submit. 4) Once you ...Next Gen - How to create an appointment ?
Steps to Create an Appointment: 1. Search for the client /patient that the appointment is for. 2. Select appropriately based on the appointment you would like to fix. For Example (Select the day option to fix an appointment for that particular day. ...NextGen - How to enable Display Clinic Logo in Header on Printed Reports, Statements, Invoices, and Education Forms.
1) Click on the setup icon as shown below. Navigate to organization then click on clinics. A > Click on Setup. B > Click on Organization. C > Click on Clinics. 2) Click on the Settings icon as shown below against the clinic you would want to make the ...NextGen - How to allow all staff to Edit invoice ?
1) Please click on the clinic settings - restricted 2) click on the invoice option and click on Allow all Staff to edit invoice. A > Click on Invoice. B > Click on check box > click on Allow all Staff to edit invoice.