You now have the ability to easily create bulk invoices for clients seeing multiple clinicians.
Step 1: Click on the Create Invoice button in the menu bar.
Step 2: Click on the "
Bulk Invoice" button in the bottom left-hand corner of the pop-up window.
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Step 3: Select the desired date range, client, and clinicians for the bulk invoice.
Step 4: Press Filter
- The system will then generate a list of all appointments in the selected date range for that client segmented by the clinician who rendered the services.
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Step 5: Make the desired selections using the checkboxes below, and then click Generate Invoice
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A Zip folder containing all invoices as separate PDFs will be automatically begin to download to your browser.