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DigiMEDSPA
EMR

Patient Billing

Get guidance for managing patient billing processes, including generating invoices, processing payments, tracking outstanding balances, and handling insurance claims.

  • 17 guides
  • 132 steps
  • 102 screenshots
  1. Go to Patient’s Billing

    This user guide offers detailed instructions for accessing and navigating the billing section of a patient's profile within the system. It ensures users can manage patient invoices, process payments, and review billing history.

    • 12 steps
    • 16 screenshots
    • 5 min read
  2. Review Patient's Payment History

    This user guide provides step-by-step instructions on accessing and analyzing a patient's past transactions, outstanding balances, and payment records.

    • 5 steps
    • 4 screenshots
    • 2 min read
  3. How to Add Dollar Credit to the Patient Wallet?

    This user guide provides step-by-step instructions on adding dollar credits in a patient’s wallet. It covers entering the amount, selecting the reason, and confirming the transaction for accurate reward management.

    • 5 steps
    • 5 screenshots
    • 2 min read
  4. How to Redeem Items from the Patient Wallet?

    This user guide explains how to redeem items from the patient wallet, including discounts, prepaid services, packages, and gift cards, for a smooth and efficient checkout process.

    • 7 steps
    • 6 screenshots
    • 3 min read
  5. Manage Patient’s Credit Cards

    The user guide explains how to add, view, and delete a patient’s saved credit card information, ensuring secure and efficient payment management.

    • 12 steps
    • 7 screenshots
    • 3 min read
  6. How to Download Invoice

    This user guide explains how to download an invoice as a PDF for a patient in the DigiMEDSPA portal. You will learn how to locate the relevant invoice, view its details, and save a PDF copy to your computer for record-keeping, accounting, or patient communication purposes.

    • 6 steps
    • 5 screenshots
    • 2 min read
  7. How to Check Deposit Payment Status for New Bookings?

    This user guide explains how to check deposit payment statuses for newly created bookings in the DigiMEDSPA portal. Bookings with unpaid deposits appear as “Payment Pending” on the EMR Board, while deposits that have been paid can be verified through the associated invoice. This guide will show you where to find these statuses so you can easily track and confirm deposit payments.

    • 7 steps
    • 5 screenshots
    • 3 min read
  8. How to Resend Invoice to a Patient

    This user guide explains how to resend an invoice to a patient in the DigiMEDSPA portal. You will learn how to locate the specific booking or invoice, resend it via email, and ensure that the patient receives a copy of their invoice for completed services or upcoming payments. This functionality helps maintain accurate communication and timely billing with patients.

    • 8 steps
    • 5 screenshots
    • 3 min read
  9. How to Export All Invoices?

    This user guide explains how to export all invoices from the DigiMEDSPA portal. You will learn how to access the invoices list and download invoice data for reporting, accounting, or record-keeping purposes, allowing you to manage and review billing information efficiently.

    • 2 steps
    • 2 screenshots
    • 2 min read
  10. View Wallet Ledgers

    This user guide explains how to view Wallet Ledgers in the DigiMEDSPA portal. Wallet Ledgers can only be accessed through the patient wallet within a patient’s profile and provide a detailed history of all wallet item transactions for that patient.

    • 4 steps
    • 3 screenshots
    • 2 min read
  11. How to Check out without Billing?

    This user guide explains how to complete a checkout process without generating a bill, ideal for complimentary services or internal use. It walks users through the steps to finalize appointments while keeping billing records unaffected.

    • 5 steps
    • 2 screenshots
    • 2 min read
  12. How to Add Additional Charges to an Invoice?

    This guide explains how to add additional charges to an invoice. It outlines the steps to include extra fees or costs so the final invoice reflects the correct total amount.

    • 4 steps
    • 3 screenshots
    • 2 min read
  13. How to Manage a Patient Wallet?

    This user guide explains how to manage billing and payments through a patient’s profile in the DigiMEDSPA portal. In this section, you will learn how to review the patient wallet, apply promotions and credits, manage and redeem credits, and process payments to ensure accurate and efficient billing.

    • 16 steps
    • 10 screenshots
    • 5 min read
  14. How to Get a Refund for a Patient?

    This user guide provides step-by-step instructions on how to request and process both partial and full refunds for a patient. It helps users understand the refund options and ensures a smooth and efficient resolution.

    • 5 steps
    • 4 screenshots
    • 2 min read
  15. How to Activate Super Invoice?

    This user guide explains how to activate super invoices within the DigiMEDSPA Portal. and how to edit provider details, as well as customize procedure and diagnosis codes for accurate and efficient invoicing.

    • 12 steps
    • 8 screenshots
    • 3 min read

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