Adding a Practitioner to an Invoice

When creating a new invoice that isn't linked to an appointment in your Noterro calendar, it's important to link a Practitioner to the service added to the invoice.

Attaching a Practitioner to an Invoice

Follow these steps to ensure every service on an invoice is associated with the correct Practitioner.

1. Click on Add Invoice from one of the following locations: the Add New + in the header, Billing Activities, Appointment, or the Clinic Patient Profile page.
2. Add your service under the Invoice Items section.
3. On the line item that lists the service, click on Practitioner.
4. Type in the Practitioner's name who delivered the service.

By linking a Practitioner to a service on the invoice, you're ensuring accurate record-keeping and billing management for your clinic.