Invoice Expresso is a fast and easy way to create multiple patient invoices simultaneously and send eBills and/or printed statements.
This is a great feature for users wanting to bill at time of service with Ambulatory, Outpatient, Show, Dispensed, or Miscellaneous invoices.
Package(s) Required:
The packages below are required in addition to the IMPACT package. If you have questions about this please contact your account manager.
IMPACT
Estimated Time to Complete – 10 minutes
Instructions
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video How-To
<Video Coming Soon!>
Step-by-Step Guidance
Procedure > Invoice Expresso > New Invoice Expresso.
This feature has hotkeys for most actions. Hover your mouse over each to learn the hotkey for that action.
Select the invoice type and review the invoice properties.
Select whether you would like to bill the owner set in the patient file or set the invoice owner for all invoices created in this Invoice Expresso round (Set for this Inv. Exp.).
Click Add Patient to add patients.
Create.
At this point, the settings are saved. If users need to close the system, they can always return and continue later by navigating to the Invoice Expresso Log and picking up where they left off.
Select the invoice(s) by checking the boxes to the left of each invoice number to which you would like to add charges.
If this is your first time using the Invoice Expresso, review the settings for default selection after charge submission.
Click the settings at the top right
Select the option that makes sense for you
Remember Last Selection - After each charge entry round, the invoices selected will stay selected
Select All - After each charge entry round, all invoices will be selected
Unselect All -After each charge entry round, all invoices will be unselected
Click add charges.
Review charge properties and use data entry tools to add charges to selected invoices.
Repeat as necessary.
Users can also add more patients by clicking Add Patients.
Users can preview the invoices by clicking the Preview button.
Users can individually cancel invoices by clicking the X button at the right of each invoice or selecting multiple invoices and clicking Cancel Selected.
Users can individually edit invoices by clicking on the invoice number or the edit button at the right of each invoice.
Once complete, users can select multiple invoices and use the Close Selected button to close the invoices.
Users can then send eBills to the invoice owner(s) by clicking eBilling, which generates a list of invoice owners present in Invoice Expresso.
Users can also print statements and invoices via the Print option.
Video How-To
<Video Coming Soon>
Step-by-Step Guidance
Procedure > Invoice Expresso > New Invoice Expresso.
There are hotkeys for most actions in this feature. Hover your mouse over each to learn the hotkey for that action.
Select the invoice type and review the invoice properties.
Select whether you would like to bill the owner set in the patient file or set the invoice owner for all invoices created in this Invoice Expresso round (Set for this Inv. Exp.).
Click Add Patient to add patients.
Create.
At this point, the settings are saved. If users need to close the system, they can always return and continue later by navigating to the Invoice Expresso Log and picking up where they left off.
Select the invoice(s) by checking the boxes to the left of each invoice number to which you would like to add charges.
If this is your first time using the Invoice Expresso, review the settings for default selection after charge submission.
Click the settings at the top right
Select the option that makes sense for you
Remember Last Selection - After each charge entry round, the invoices selected will stay selected
Select All - After each charge entry round, all invoices will be selected
Unselect All -After each charge entry round, all invoices will be unselected
Click add charges.
Review charge properties and use data entry tools to add charges to selected invoices.
Repeat as necessary.
Users can also add more patients by clicking Add Patients.
Users can preview the invoices by clicking the Preview button.
Users can individually cancel invoices by clicking the X button at the right of each invoice or selecting multiple invoices and clicking Cancel Selected.
Users can individually edit invoices by clicking on the invoice number or the edit button at the right of each invoice.
Once complete, users can select multiple invoices and use the Close Selected button to close the invoices.
Video How-To
<Video Coming Soon>
Step-by-Step Guidance
Procedure > Invoice Expresso > New Invoice Expresso.
Select the invoice type and review the invoice properties.
Select whether you would like to bill the owner set in the patient file or set the invoice owner for all invoices created in this Invoice Expresso round (Set for this Inv. Exp.).
Click Add Patient to add patients.
Create.
At this point, the settings are saved. If users need to close the system, they can always return and continue later by navigating to the Invoice Expresso Log and picking up where they left off.
Select the invoice(s) by checking the boxes to the left of each invoice number to which you would like to add charges.
If this is your first time using the Invoice Expresso, review the settings for default selection after charge submission.
Click the settings at the top right
Select the option that makes sense for you
Remember Last Selection - After each charge entry round, the invoices selected will stay selected
Select All - After each charge entry round, all invoices will be selected
Unselect All -After each charge entry round, all invoices will be unselected
Click add charges.
Review charge properties and use data entry tools to add charges to selected invoices.
Repeat as necessary.
Users can also add more patients by clicking Add Patients.
Users can preview the invoices by clicking the Preview button.
Users can individually cancel invoices by clicking the X button at the right of each invoice or selecting multiple invoices and clicking Cancel Selected.
Users can individually edit invoices by clicking on the invoice number or the edit button at the right of each invoice.
Once complete, users can select multiple invoices and use the Close Selected button to close the invoices.
