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How to Complete and Bill For an Appointment

Written by John Allen

I will discuss how to complete and bill an appointment for a self funding client and a client who is linked to an insurance company.

We complete an appointment the same way for both instances, by clicking on the appointment in the diary and then choose 'Complete.'

Once you have selected 'Complete' the 'Quick Bill' screen will appear in both instances.

Self-Funding Patients

Insurance Company paying for treatment

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