I will discuss how to complete and bill an appointment for a self funding client and a client who is linked to an insurance company. We complete an appointment the same way for both instances, by clicking on the appointment in the diary and then choose Complete.
How to bill a self funding clients appointment:
After you click Complete it will bring you to the Quick Bill screen. This quick bill screen has been divided into six sections which are explained in the image below.
How to bill an appointment for a client who belongs to an insurance company:
After you click Complete it will bring you to the Quick Bill screen. This quick bill screen is very similar to the quick bill screen that appears if billing a self funding patient. See the below image which discusses the business quick bill screen.