optical billing and invoicing

Track and manage the retail side of your business using our optometry billing feature. We make it easy to process quotes, work with invoices, record payments, improve aging accuracy, and reduce write-offs.

Optometry Billing

VIEW, CREATE, AND EDIT INVOICES

Posting an Rx order to an invoice allows you to process invoices as patients check out. Invoices are broken down by professional services, prescription orders, and miscellaneous items.

FOLLOW-UP ON OPEN INVOICES

View all pending charges at once to make sure nothing is missed.

PROCESS QUOTES QUICKLY

Generate a price from an Rx order and easily access insurance eligibility to help your patients understand their costs.

RECORD PAYMENTS

Manage payments made by credit card, cash, and check.

IMPROVE AGING ACCURACY AND REDUCE WRITE-OFFS

Discount and return/exchange adjustments give you the ability to continually improve aging accuracy and reduce write-offs. Track promotions and discounts so you never bill a wrong amount or accidentally allocate a discount to the insurance payer instead of your patient.

view previous patient invoices
view invoice summaries

The Optical/Checkout Screen (left) displays the checked-in patients list, invoices, prescriptions, and Rx order quotes. From the Optical/Checkout Screen (right), click the invoice number and you are able to access or edit an invoice.

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