Overview
Invoices can also be merged by third-party organizations or facilities.
This workflow is commonly used when:
• Multiple clients belong to the same facility
• A facility is responsible for payment
• A clinic needs to submit one consolidated invoice to an organization
Example:
If multiple clients were seen at the same facility, all invoices generated for those visits can be merged under the facility or organization responsible for payment.
Important Setup Requirements
Before invoices can be merged by third party:
• The third-party information must be configured within the client profiles
• The organization or facility contact must exist within the Billing contacts system
Contacts can be created:
• Inside an individual client profile
• Or globally through the Contacts tab inside the Billing module
Steps to Merge Invoices by Third Party
Open the Billing module
Select the invoices associated with the same third party
Click Merge Invoices
Select the third-party contact or organization
Confirm the merge
Save the merged invoice
What Happens Next
• A consolidated invoice is created for the organization
• All associated services appear on one billing document
• Payment tracking can occur at the facility or organization level
Best Practices
• Use consistent facility naming conventions
• Verify third-party setup before billing
• Confirm invoice ownership before merging