NextGen Knowledge Center

Itemized Bills

Itemized Bills, also known as Encounter Bills or Encounter Invoices, are like statements, they include charge and transaction (payment, adjustment, refund) only for a single encounter. They are typically printed on demand as needed.

An itemized bill is used to replace a hand-written receipt for a patient payment received on an encounter. If a patient has an appointment today, they pay their co-pay at check-in, and enter the transaction as an encounter unapplied credit. You can print an encounter bill at check-in and give it to the patient as a receipt showing their payment. The encounter bill can also be printed later at check-out, after charges are entered and their unapplied co-pay from check-in is applied to a charge. At this point the encounter bill shows today’s charges in addition to the patient’s payment at check-in.

You can also use an itemized bill as a means of billing a patient for an outstanding self-pay balance on an encounter. If a patient has an appointment today and is unable to pay their co-pay at check-in. You can print an encounter bill at check-out, after charges are entered. The encounter bill will show today’s charges and the balance due from patient for their unpaid co-pay.