How to address a third party contact on the invoice

Overview

Here at Core Practice, you have an option to send the receipt of the invoices to a third part contact instead of the patient. Please take note of the following steps below to walk you through.

Steps

1. Create an invoice if required otherwise click the existing outstanding invoice number that you wanted to add the third party contact with.

2. Under Contact (right side of your screen), click on Third Party and select from the options. If the third party contact is not listed, click how to add a contact. Click on Continue to Payment and do the payment process as normal. Hit Email, Print or Download to send the receipt.

*You may also click an outstanding invoice, click on Contacts and select from the options. Head over to Make a Payment and do the payment process as normal.

See the illustration below to show you how a third party contact is added on the invoice.

If there's anything else that we can help you with, please do not hesitate to click on the yellow HELP button for further assistance. We'll be happy to assist you!