How do I bill a prospect for an in-home assessment?

Open the prospect and tap Bill for assessment. They stay a prospect and do not count toward your AveeCare fee.

Quick answer1 min readUpdated for AveeCare
Short answer

Open the prospect and tap Bill for assessment. The invoice opens with them chosen and an In-home assessment line; enter the amount and save or send it. They stay a prospect, and prospects are not counted toward your AveeCare fee, so the invoice adds nothing to your AveeCare bill.

Step by step

  1. Open the prospect from Referrals or Patients.
  2. Tap Bill for assessment.
  3. Enter the amount on the In-home assessment line.
  4. To bill the person who called at intake, tick Make (their name) the billing contact.
  5. Save it as a draft or send it.

Good to know

  • From Billing too: Create Invoice lists prospects as well as clients, marked Prospect.
  • After admission: Once you Admit as a client, they count toward your AveeCare fee after 24 hours active.
  • Who can do it: You need access to Billing to see Bill for assessment.

Keep going

Create invoice

Line-item patient invoice modal: Patient, Items, Billing Provider, Due Date, Save Draft or Send Now.

Referral pipeline

Prospective patients with stage buttons: add a prospect, move it from New enquiry to Agreement sent, mark it On hold or Not proceeding, and admit it as a client.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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