Reviewing Invoice with Insurance Provider

Review the prepared invoice and enter the insurance coverage amount.

From the Review Invoices page, David sees the “Prepared” status badge on the invoice so he knows it’s ready to review. He uses the three-vertical-dots dropdown menu to review the invoice details.

Description of the illustration walkthrough-viewinvoice.png

On the Document tab of the Review Invoice dialog that appears, David can inspect the PDF document the patient will eventually get. But for the moment, notice that it starts out with zero (0) dollars in the Covered Amount field.

Description of the illustration walkthrough-viewinvoicepdf.png

David calls Danny Deng’s insurance provider and learns that they will reimburse 5000 dollars of the medical procedure, so on the Overview tab David enters that amount in the Insurance Covers field. Your page uses a dynamic action event handler on the value change of this field to recalculate the Patient Pays field as shown below.

Description of the illustration walkthrough-insurancepayment.png