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Quick billing from the Billing dashboard
Quick billing from the Billing dashboard
Updated over a week ago

You can quickly create insured or private bills from the billing dashboard without having to first open the patient's chart. This is especially helpful for creating bills outside of an encounter or repetitive billing.

πŸ’‘ Tip: If you often create the same bill for multiple patients, you can create billing templates to even further speed up your billing process. For more information, refer to Creating billing templates.

πŸ“Œ Note: To perform this action, you must have Billing Dashboard and Quick Bill Entry permissions (go to User permission options).


  1. From the Billing dashboard, click Quick Bill Entry at the top-left corner and the patient search window opens.

  2. In the Search for a Patient field, search for the patient you would like to create the bill for. For more information, refer to Searching for patients.πŸ’‘ Tip: If you have any charts open, the patients display in the list already.

  3. Depending on the type of bill you need to create, beside the patient's name, click +Private Billing or +Insured Billing. The New Bill window opens.

  4. Create the patient bill as you normally do. For more information refer to;

  5. Click Save. If there are any errors, a Validation Error appears as it normally would when creating bills from the patient chart. If the bill is completed, a Billing saved notification appears.

    πŸ“Œ Note: The patient search window stays open, allowing you to quickly search for the next patient.

    Created April 11, 2023

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