Associate Order and Encounter Invoices

In many cases, you will want to combine the billing for exam and order (e.g., eyeglasses, contact lenses) on the same invoice. 

Instructions

1. Access Orders > search for and open the order > Billing.
2. Click the look-up icon beside Associated Encounter.
3. In the Select Encounter modal, highlight the exam from the current day.
4. The invoice created from the exam displays, assign the materials to the invoice.

Additional Information 

• If the patient has an exam with a date prior to the order date, we do not recommend linking them together.
• The encounter invoice must be left in pending status to assign optical charges.
• The sequence that the invoices are created does not matter. If the order is created first, associate the order to the encounter in the billing screen, and leave the invoice pending. You can then assign the encounter charges to the created order invoice when ready.