To send an invoice to your referrer, you can do this via either TM3/Pronto as they are both synced together. Both paths have been described below.


Invoicing via TM3

Please see the following video guide on how to send an invoice within TM3 and a step by step following on after:

Once you complete the patient's appointment you will need to generate an invoice to submit to your referrer. If you click on the appointment you are wanting to invoice, you will get your appointment pop out with the option to complete the appointment. Click Complete to be directed to the Quick Bill.

Once you select Complete you will then be presented with the quick bill screen with the appointment you are looking to invoice:

The quick bill screen is split into 3 sections:


Appointment

This allows you to double-check the appointment you are invoicing for is correct.


Referrer

This section lets you know which referral source is going to receive the invoice and the total amount of all the appointments put together.


Billing

This allows you to change the location that you would like to invoice to be sent from, along with printing a receipt/invoice for your own records. Along with your Go-To Invoice & Do More - (This allows you to invoice straight away for the appointment) and Pay Later(Monthly) - (This allows you to build up the appointments and use the invoice wizard to invoice them at the one time)

Once you have reviewed the details and are happy to invoice for this appointment, press Go To Invoice & Do More.


This will take you to the invoice screen on TM3 which will look like the following:

Being brought to this invoice screen indicates that the invoice has successfully been submitted to the referrer via Pronto.

You can additionally tell this by the blue PRONTO - SUBMITTED label at the top of the invoice

You will additionally be able to quickly navigate back to the referral by clicking View Referral.

Viewing the referral you will not only see that the invoice has successfully been submitted but the invoice status has been changed to completed and the tick has appeared to let you know that it has successfully been invoiced.


Invoicing via Pronto

Please see the following video guide on how to send an invoice within pronto and a step by step following on after:

To add an invoice within Pronto, you must first of all access your referrals by clicking the following icon on the left-hand side:

You will be brought to a page with all of your referrals. Next is to select the referral you are looking to send an invoice for.

Once you have updated your appointment to be completed the next stage is to invoice for your appointment (you can do this after each appointment or wait until all appointments have been completed)

As Invoicing is our next step you will want to click on the Add button shown in the image below and you will be automatically directed to the invoice screen.

Straight away the Invoice Screen will display with the appointment(s) (if you have any to be invoiced) you are invoicing shown in the image below:

The quick bill screen is split into 3 sections:


Appointment

This allows you to double-check the appointment you are invoicing for is correct.


Referrer

This section lets you know which referral source is going to receive the invoice and the total amount of all the appointments put together.


Billing

This allows you to change the location that you would like to invoice to be sent from, along with printing a receipt/invoice for your own records. Along with your Go-To Invoice & Do More - (This allows you to invoice straight away for the appointment) and Pay Later(Monthly) - (This allows you to build up the appointments and use the invoice wizard to invoice them at the one time)

Once you have reviewed the details and are happy to invoice for this appointment, press Go To Invoice & Do More.


Once you submit the invoice you will now see there is not only an invoice now displaying within the invoice section but there is a tick beside the appointments that you have just invoiced for.

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