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9.3.6 Previewing and Sending a Patient Invoice via Email

 

An email address for the patient can be added to the contact info in the Scheduling module.

 

Locate the invoice.

 

  • 1. From the Patient Dashboard, click the Financials in the menu bar.
  • 2. If the patient is not already shown in the patient bar, click to type the patient’s name in the Patient Search box (top right of the page) and then click the patient’s name from the list.

  • 3. Click the Invoice Management tab to display a list of invoices. (A list of invoices can also be accessed in the Payments tied to Invoices tab).

 

Click the arrow  under the Actions column and then click either Print or Send.

 

  • • To preview a PDF invoice file, click the arrow under the Actions column for that invoice, and then click Print.

print

 

  • • To email a PDF invoice file to a patient, click the arrow under the Actions column for that invoice, and then click Send. A dialog box will indicate that the invoice has been sent. Click OK.

The Last Status column for the invoice will be updated to ‘Sent’.