Billing from the Calendar

Please Note: These features apply only to Ray users who have purchased a subscription after 11/04/2016.  The rest of the users will get the Calendar upgrade shortly. What is this feature? We’ve just updated our Billing system to let you directly add bills from your calendar. How do I add bills now? You can continue […]

Read More

How to pay an Invoice

Step 1: Search and select the patient to add the invoice for. Step 2: You can add an Invoice by clicking on Invoices from the menu on the left , and then the Add Invoice button on the right. Step 3: You’ll see a screen where you can add procedures and products to your Invoice: […]

Read More

Adding Default Taxes for Products in your Invoice

This feature is now a part of Practo Ray Pro plan. You can specify the default Tax for a product when it added to an Invoice. If you want to add a new product, and add a tax for that, go to Inventory > +New Item   You’ll then see this screen, where you can select […]

Read More

How is the Default Doctor or Therapist selected ?

The default doctor or therapist selection rules are applied differently for Doctor/Therapist and Staff users. For Doctor/Therapist users following default doctor selection rules are applied the same order No default doctor selected if ‘Set Default Doctor’ setting in EMR settings is disabled The Treatment Plan’s doctor when adding Completed Procedures from Treatment Plan The logged in […]

Read More

How Do I Invoice a Procedure from Procedure Catalog?

Step 1: Select the patient for whom you want to make the Invoice. You can get to the Add Invoice Screen from the Invoices option under Records. Step 2: When you click on Add Invoice, you’ll see this screen. Step 3: On your right, you’ll see the Procedure Catalog. If you already have a Completed […]

Read More

How Do I Add an Invoice ?

You can Add an Invoice for the services you offer and for the products you sell. To see how to raise invoices for Procedures from Procedure Catalog, click here. To see how to raise invoices for Completed Procedures, click here. To see how to raise invoices for Products, click here.

Read More

How do I change default selling cost of a Product?

This feature is now a part of Practo Ray Pro plan. Step 1 – To change the retail price of a product, go to your Inventory and select the item you want to edit, by clicking on the arrow on the right.   Step 2 – Once you do that, you’ll see this page, where […]

Read More

Adding A Doctor and Batch to a Product Invoice

This feature is now a part of Practo Ray Pro plan. Adding a Doctor to Product: When you have multiple doctors in a clinic, you’ll want to know what products each doctor uses. When you add an Invoice, you can specify the doctor who prescribes the product. Step 1: Go to Billing > Add Invoice […]

Read More

How do I Invoice a Product?

This feature is now a part of Practo Ray Pro plan. You can see how to invoice a product by looking at this video. You can also read about it below. Step 1: Go to Billing > Invoices > Add Invoice On the right, you’ll see two new tabs – Prescriptions, and Inventory. You can […]

Read More

Accepting an Advance Payment

You can watch this video to learn how to accept an advance payment. If you’d rather read about it, just scroll down. To accept an Advance Payment, go to the Billings tab and click on the Payments option. Now click on Add Payments. If you haven’t already selected a patient, you will see a contacts […]

Read More