There are two ways to create a private bill, from within an Encounter and from outside an Encounter.

1. Private Billing (within an Encounter):

  • Within the Billing Items section of the Encounter, click the '+Add Private Billing' Button.

  • A new window will open "New Bill"

  • Ensure that the correct Billing Practitioner, Description, Currency and Price is entered. 

  • Add a code and diagnosis for the service (or search for an existing product that has been configured for your clinic)

🔥 Note: You can create specific products and non-insurable services (and set their price) by navigating to Settings > Products

  • Click Save

The Private billing Item will now appear within the encounter. You can edit the bill by clicking on the item, delete the bill by clicking the trash button.

Private Billing (outside an Encounter)

  • Within the Patient Chart, select Private Billing from the Quick Menu or Start/Open Button. 

  • The Private Billing Page will open

  • Click the '+ Add Item' Button.

  • A new window will open "New Bill"

  • Ensure that the correct Billing Practitioner, Description, Currency and Price is entered.

Optional: a code and diagnosis for the service can be added

You can change the date of service by clicking on the calendar

  • Click the Save Button.

The Private Bill is automatically added to the Patient Chart:

  • The Private Bill can be viewed fro within the patient chart, by either clicking on Balance Due (see image above) OR under Private Billing in the Quick Menu or Start/Open Menu of the Patient Chart.


🔥 Note: You can set your default billing currency for private billing items under Settings > Billing > Private Billing Settings. You are still able to override this setting when you are creating a bill.


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