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How to Create a New Vision(X) Invoice

Invoices are frequently created as part of a patient's appointment journey, as when a provider marks an exam as ready for billing. This article will explore how to create a new invoice from other locations in your Vision(X) site outside of the EHR interface.

Create a New Invoice From the Home Tab

From the Home tab, look to the "Create New" button on the right-hand side of the screen. Click the button to open the drop-down menu, then click "Invoice":

A Patient Search menu will appear. Search for any existing patient using the fields for first name, last name, and/or date of birth, then click the magnifying glass icon. Select the appropriate patient profile, then click "Next":

The new invoice will open as a sub-tab within the selected patient's tab:

Create a New Invoice From the Patients tab

Select any patient profile, then look to the "Create New Bar" in the upper-half of then screen and click "Invoice":

The new invoice will then open as a sub-tab within the selected patient's tab: