You can bill a patient directly for any service that the patient is responsible for paying, regardless of whether or not they may be reimbursed later. These may include:

📌 Note: Always bill the patient who received the service, not the person who will pay. For example, create a bill for a child, even though the parent is paying. For information about billing a third party, see Third party billing.

There are two ways to process private bills — the Private Billing section and the Insured Billing section. To best manage outstanding bills and report on your private bills, we suggest that your clinic chooses one and does all private billing in that way. For more information on private billing reports, see Third party and private billing reports.

If your clinic requires a custom invoice, you must do private billing in the Insured Billing section in the same manner that third-party bills are processed. (For more information, see Third-party billing.) Each domain has a default Private Pay billing template that you customize, see Private and third-party billing code templates.

The Private Billing section uses a default invoice that cannot be customized. Billing through Private Billing also uses a custom product and services list instead of a billing code template. To add your own products and services, see Adding private billing products and services. You can easily view the history and track stock amounts of your private billing products, see Managing your products and stock.

In the Private Billing section, you can see a list of unpaid bills for that patient. To see a report for more than one patient, navigate to the Billing dashboard. Here you can see all unpaid private bills and other standard reports. If you have analytics permissions, you can also run in-depth reports using analytics (see Third party and private billing reports).

You create a private bill from an encounter note or the patient chart.