Hippo Manager's Checkout feature is an excellent tool for generating invoices and capturing payments. . The checklist below outlines the recommended steps when using Hippo Manager's Invoicing features.
Inputting & Receiving Inventory Codes
Hippo Manager's Inventory Management features allow you to create Item and Service codes and to manage quantities, lot numbers, and expiration dates via Receiving entries.
To input Item and Service codes, check out the following articles:
- Administration: Creating and Editing Inventory Codes
- Administration: Importing a Bulk Inventory List
- Administration: Creating and Editing Item Kits
To perform a receiving entry and record inventory quantities, lot numbers, and expiration dates, check out the following articles:
- Management: Performing a Receiving Entry
- Management: Updating Inventory Lot Numbers & Expiration Dates
- Administration: Updating Inventory Quantities
Pro Tip: For more articles on all aspects of Inventory Management, check out Index: Inventory Management.
Building an Invoice & Processing a Payment
Once your inventory codes have been added to your platform, Hippo Manager's Invoice Management features allow you to use those codes to build and store invoices in the patient record.
To view or build a new invoice, check out the following articles:
- Checkout: Register Breakdown.
- Invoices: Bulk Add Item (One Item/Service Applied to Multiple Invoices)
- Checkout: Creating and Converting Estimates
To view processed (completed) invoices, check out the following articles:
Pro Tip: For more articles on all aspects of Transaction Management, check out Index: Invoicing & Transaction Management.
Using Financial Reports to Reconcile End of Day
Once your invoices have been built, they will be captured in Hippo Manager Reporting to assist with end-of-day reconciliation. For more information, check out Reports: Processing End of Day.
Pro Tip: For more articles on all Hippo Manager Reporting options, check out
Chart templates are powerful tools that allow you to automatically build invoices during chart documentation, saving time and streamlining your process. For more information about using chart templates during the patient's appointment, check out Management: Creating and Editing Chart Templates & Choose Action: Using Chart Templates.