Welcome to Adracare Support

There are two methods that you can use to bill a patient for your services.

After an appointment is created, you can request payment immediately by selecting the appointment and this will bring you to the “Appointment Details”. From “Appointment Details”, you can click “Bill a Patient” from the top right hand corner. “Bill a Patient” will pop up and the Patient, Appointment and Service details will be pre-populated. To request payment, select “Create an Invoice for this Patient” under “What kind of document do you want to create?”.

• “Create an Invoice for this Patient”: This option will create an invoice that is sent to the patient through their email and/or SMS. 
  • How is the patient paying? 
    • Request a payment (processed via Stripe): Patient will be able to pay directly through the Adracare platform 
    • Request a payment (processed via debit/credit, email transfer, etc): You can request that the patient pay outside of the Adracare platform. This will not give the patient the option to pay directly through the Adracare platform. 
  • Enter a message to appear on the invoice for the recipient
  • Total Amount Due: If the appointment was booked using a healthcare service type with a price, the “Total Amount Due” will autofill with the price assigned. 

Once you have filled out the fields to “Create an Invoice for this Patient”, click “Send” in the bottom right corner of the “Bill a Patient” pop up. The pop-up will disappear and you will see a green pop-up saying “Document Sent” in the top right hand corner to indicate that your invoice has been successfully sent to the patient. 

You can also request payment by navigating to “My Patients/All Patients” and selecting the Cumulative Patient Profile of the patient you wish to bill. In the “Patient Profile”, click on “Bill a Patient” in the top right corner and a pop up will populate. From the “Patient Profile”, the Patient details will be autofilled. You can select the appointment that you wish to bill for under Appointment. If a healthcare service type was selected during the booking process of a selected appointment, the Service will autofill with a healthcare service. If the healthcare service type assigned has a price attached, the price will also autofill in “Total Amount Due”. 

Once you have filled out the fields to “Create an Invoice for this Patient”, click “Send” in the bottom right corner of the “Bill a Patient” pop up. The pop-up will disappear and you will see a green pop-up saying “Document Sent” in the top right hand corner to indicate that your invoice has been successfully sent to the patient. 

Whether you are requesting payment from the “Appointment Details” or “Patient Profile”, you will be able to view the status of your payment requests under “Invoices” in the Cumulative Patient Profile.

Please note that when sending invoices to patients, the platform uses the organization logo and colours that have been inputted in your organizational settings.