There may be occasions when you need to email a patient's invoice to another party, such as an insurance company (or, in the case of minors, the patient's parent). You'll be able to set this up by simply adding an additional email address into the patient's details page!

Set Up an Email Address

The first step will be to add an email address for this additional third party. Find the patient you wish to set this up for, and edit their details

Under Billing information, you'll find a field called Email invoice to. Enter the email address of the third party into this field:

Click Save, and that's the first part! To actually email the invoice to the other party, follow the steps below.

Email the Invoice to a Third Party

Create the invoice for the patient. Click the Email other button:

That's all you need to do to email your patient's invoice to another party! You'll also be able to see a record of this email in the patient's communications log.

You can also email an invoice directly to a patient, and if you need to send a summary of invoices in one go, an account statement should do the trick! 🤩

Did this answer your question?