Setting Up Invoice Preferences

This section tells you how to customize the information that appears on your patient invoices.

Invoice Captions

You can now enter a message (caption) you want to appear at the bottom of your patient invoices, and select specific content to display such as NPI number, patient MRN, and order promised date. Invoice captions are optional.

  1. From the menu, select Preferences and then Material Orders.
  2. Click Invoicing.
  3. Under Invoice, select one of the following:
    • To have the same message print on invoices for all your offices, select Same caption for all offices.
    • To enter a different caption for each office, select Custom caption and select the office from the drop-down list.
    If you enter custom captions and later want to switch to having the same caption for all offices, you need to delete the custom caption text for each office. The individual custom captions override the Same caption for all offices setting.
  4. Type the invoice message text in the text box. To leave the message blank, enter a space in the text box.
  5. If you selected Custom caption, click Save and then select the next office from the drop-down list. Repeat this process until you have entered and saved all desired captions.

Custom Content

You can now select to include any or all of the following information on your invoices: office or provider NPI, provider name, provider's license number, patient MRN, order promised date, frame item number, office tax ID, CPT and diagnosis codes, and next appointment date. You can set these preferences for your company and/or your individual offices. Office settings will override the company settings.

  1. Perform one of the following:
    • From the menu, select Preferences and select Material Orders. In the Material Orders preference screen, click Invoicing.
    • From the Office: Setup screen, click Office Information.
  2. Under Invoice Preferences, select the additional Content to Display on the invoices.

    To include an NPI on invoices, select whether to use the Provider or Office NPI.

  3. Click Save.

Tax Information by Tax Authority

You can select to have your invoices show the tax broken out by tax authority. For more information on multi-tier tax rates, see Setting Up the Multi-Tier Sales Tax Calculator.

  1. From the Office: Setup screen, click Office Information.
  2. Under Tax Information, select Display Detailed Tax on Patient Receipt.
  3. Click Save.