Billing & Payments
Bills, payment methods, deposits, refunds, and invoices
Bills, bill types and line items
What a bill contains, how bill types and line-item types are set up, how bills are numbered, and every bill status from draft to refunded.
Creating a payment and collecting money
Bill a patient from the Create Payment screen, collect full or part payments by cash, card, UPI, insurance, cheque and more, or send a payment link.
Payment tracking dashboard
See every bill for a centre and date range, track collections and dues, open bill details, collect payment, resend notifications and export to CSV.
Invoices, receipts and statements
The three documents LeapHealthOS creates for every bill, when each one appears, where staff download them and how patients receive them.
Adjustments, refunds and deposits
Which money corrections LeapHealthOS supports after a bill is issued, which of them have a screen today, and how adjustments, refunds and deposits behave.
PDF template editor
Create, preview, publish and maintain the HTML templates behind invoices, receipts, statements and other PDFs, with the full template syntax and bill variables.
IVY AI insights and dictation
What the IVY says summaries show in clinical workspaces, what their messages mean, and how to use voice dictation to fill the consultation and vitals forms.
Bills, bill types and line items
What a bill contains, how bill types and line-item types are set up, how bills are numbered, and every bill status from draft to refunded.