Creating a Patient Invoice for Lab and Imaging Orders

When placing a lab or imaging order in SigmaMD, you can create an invoice directly within the order workflow. This is ideal when patients are paying the clinic for diagnostic services.

1. Start a New Order

From the patient's chart:

• Click to order a Lab or Imaging test.
• Select the Diagnostic Provider and Ordering Provider.
• Set the Billing Type to Pay in clinic.
• Click Next to proceed.

2. Complete the Order

• Choose the desired tests.
• Send the order as usual.
• On the final screen, click the Bill Patient button on the right-hand side.

3. Add to Draft or Start New Invoice

SigmaMD will check if a draft invoice already exists for the patient:

• If a draft exists, you can choose to add the new charges to it or start a new invoice.

• If no draft exists, a new invoice is automatically created with the selected tests.

4. Review and Issue the Invoice

• Make any necessary edits:
  • Update the payer.
  • Adjust payment details.
  • Manually add or remove charge items.
• Click Issue invoice to finalize.

To make further changes, visit the patient's Payments > Invoices screen.

This streamlined billing feature connects the clinical and financial workflows, making it easy to stay organized and ensure every diagnostic order is billed efficiently.