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NeoEHR user guide
  • Pages
    • NeoEHR overview
    • Getting started
    • Onboarding
    • NeoEHR User Roles and Access Overview
    • Switch user role
    • Admin/Settings
    • Front Desk personnel
      • Role-specific features
      • Add a new patient
      • Create an appointment
      • Create and pay an invoice for an out-of-pocket patient
      • Create and pay an invoice for an insured patient
      • Edit an appointment
      • View upcoming and previous appointments for a single patient
      • View upcoming and previous appointments for all patients during a period
      • View the patient profile for an existing patient
      • Update demographic information for an existing patient
      • Update insurance information for an existing patient
      • Scan or upload paper records for a patient
      • Review paper records
      • Generate typical Front Desk/HMIS reports
    • Accountant/Cashier
      • Role-specific features
      • Search for a patient
      • Download transactions
      • Download insurance claims
      • Fund a patient's wallet
      • Create an invoice
      • Pay invoices from a patient's wallet
      • Pay invoices via bank transfer
      • Pay invoices via POS
      • View or download receipts
      • Identify insured patients on NeoEHR
      • Sort and filter payment data
      • View finance metrics on the dashboard
      • View invoice and wallet data
    • Nurses & Doctors: Clinical Inputs
    • Pharmacy module
      • Role-specific features
      • Record a sale to a walk-in customer
      • Create an invoice
      • View prescription information
      • Dispense prescribed medication
      • Print prescriptions in NeoEHR
      • Handle medications not yet supplied
      • View pharmacy product information
      • View brands of a particular generic in stock
      • Transfer products to another dispensary or outlet
      • Request supply from your central store
      • Review outlet requests for new supplies
      • Download list of outlet requests
      • Update product quantities and prices in inventory
    • Laboratory module
      • Log investigation requests for a walk-in client
      • Update pricing for laboratory tests
      • Search for a patient in the laboratory queue
      • Add a new walk-in customer as a patient
      • Sort or filter the laboratory queue
      • Record samples and view investigation results
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NeoEHR user guide
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Create and pay an invoice for an insured patient
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Verify Patient & Appointment Info
The total amount will update as you add items Confirm the patient’s name, age, gender, and ID at the top.
Review the appointment summary: type, clinic, and time.
Add Invoice Items
Click the “Select item” dropdown to choose a billable service or product.
Enter the amount and select the quantity (e.g., 1x, 2x).
Click the “+” button to add the item to the invoice.
Review Totals
As you add items, the total amount will update at the bottom right.
Ensure the amounts and quantities are correct.
Select Payment Method
Use the dropdown to choose “Pay via NHIS”
Choose the insurance provider and coverage.
Submit claims.
Finalize the Invoice
Click “Save to Claims” to generate the bill.
Click “Continue to pay” (enabled once items are added).
Patient status should change to "Awaiting vitals"
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Visit the NeoEHR webpage
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Visit the NeoEHR webpage
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