Steps to Complete an Appointment and Issue Invoices
From the left-hand menu, click Open / Pending Appointments.
Locate the appointment you want to complete.
Click View Order.
Review the invoice form and enter the required invoice data, including:
Patient Cost
Insurance Share (if applicable)
Select the Payment Type: Cash / Card
Once all required fields are filled, click Complete.
The system will automatically:
Issue the invoice(s)
Finalize the appointment
Update the payment and order status
What Happens After Completion
Patient and insurance invoices are generated automatically.
The appointment is marked as completed.
All financial records are saved for reporting and compliance.
📝 Notes
Appointments must be approved before they can be completed.
Insurance-related fields appear only when insurance is selected.
All actions are logged for audit purposes.