Optical Invoice Charges to Insurance

When a patient’s optical charges will be submitted to insurance, you will first create an insurance invoice and then transfer the patient's portion to the patient to collect payment.

Instructions

1. Access Patients > search for and open a patient > Orders - Optical.
2. Click the + icon.
3. Select Eyeglass.
4. In the Select an Eyeglass Rx modal, select the appropriate prescription.
5. Complete the order.
6. Click 'Save.'
7. Approve the order.
8. Access the Billing tab. Note: Order items are unassigned. 
9. Click the checkbox beside the items to assign to insurance.
10. Click 'Bulk Assign.'
11. Select the appropriate entity to assign the charges. Note: An invoice is created and is available in Pending status. A hyperlink to the invoice displays in the Payers/Invoices grid.
12. Click the hyperlink to open the invoice.
    • If appropriate, transfer items to a patient's invoice.