How to generate a private invoice for patients who do not have a PHN

Background:

Claims for patients from other provinces within Canada (except for Quebec) can be submitted through our system electronically - how to bill out of province patients.

However, patients who will pay you directly or have a 3rd party insurance need to be billed manually through a paper invoice and then physically mailed. Our system allows you to generate a pre-populate private invoice based on the claim information you have already entered in our platform.

Follow the Five steps:

Step 1: Complete the "Form & Document Details" section

(if you have completed this step, go to Step 2)

The details you enter will be pre-populated in the PDF forms. This should be your business/practice address where patients or insurance can send you payment.

Top Right --> Settings --> Form & Document Details

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Step 2: Select the patient.

Only claims in Unsubmitted, Submitted, Rejected, Saved, or Archived status can be selected (claims in Adjusted, Held or Paid status have been processed by MSP, so you cannot claim MSP and also invoice the patient or insurance company).

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Step 3: Populate the invoice

Follow the instructions on the page. Select the service(s) you want to include in the invoice.

Step 4: Review the PDF invoice

The invoice is created in "fillable" PDF. Complete any missing information (patient's insurance #, etc..), save, and print.

Step 5: Mail the private invoice directly to the patient's address, or 3rd party insurance.