Billing Overview
In your clinic, you probably have a notebook or a logbook where you or your secretary jot down how much a patient paid.
Imagine that logbook in a more advanced, organized, and easily accessible digital form—this is exactly what the Billing section of SeriousMD offers.
Think of the Billing portion of SeriousMD as your digital logbook. It allows you to track all patient payments, whether they’re settled in-person, online, or via HMOs, in one streamlined system.
There are multiple ways you can bill a patient, depending on your workflow and needs.
Available Billing Methods
Manual Billing – Create and track detailed bills from scratch.
Online Billing – Send bills directly to patients via SMS, email, or the NowServing app for digital payment.
Quick Bill – Perfect for routine consultations and simple transactions.
How to Manually Bill a Patient
There are three jumping points to create a manual bill:
1. From the Patient Profile
Open the patient’s record.
Click on the Bill icon (peso sign) at the top-right corner.
Indicate the services provided.
Choose an action
Save Bill – to save the record for later.
Save & Settle – to finalize and mark as paid.
2. From the Queue
Click the (...) icon next to the patient’s name.
Select Create Itemized Bill.
Follow the same steps to indicate services and choose your preferred action.
3. From the Billing Tab
Go to the Billing tab.
Click New Bill.
Select the patient you’re billing.
Complete the same process to add services and save/settle/send as needed.
How to Send an Online Bill
You create the bill as normal but this time, you now click Save and Send to Patient to send the bill to the patient for online payment.
The patient will receive a notification via SMS, email (if available), or through the NowServing app.
They can settle the bill online, making the process simple for both parties.
Note: The "Save & Send to Patient" button will only be available if the patient record has a mobile number
Use Quick Bill for Simpler Transactions
Quick Bill is best used for consultations without additional services.
From the queue, mark the consultation as Complete.
The Quick Bill window will appear.
Enter the amount or choose one of the three preset amounts below (click here to learn how to edit the set amounts).
Click Confirm Billing to finalize.
If the patient pays via QR code: Share the QR code displayed on the screen.
If they pay in person: Click Manual Settle to log the payment and settle the bill.
Customizing Quick Bill Preset Amounts
To adjust the preset amount options for Quick Bill:
Go to Settings > Billing Settings > General Settings (or click here).
Scroll to Quick Bill Presets.
Edit the preset amounts to match your typical consultation fees.
How Bills are Settled
Manual Bills
For Saved Bills (Patient Hasn’t Paid Yet):
Go to the Billing tab and locate the bill.
Pro tip: Filter unsettled bills by clicking Unsettled
You’ll see the status marked as Settle
Click Settle
For Save & Settle Bills (Patient already Paid):
No further action is needed. These bills are already settled when created.
Online Bills
These bills are settled only when the patient completes the payment online.
You will be notified via SMDBot in your Messages of the settled payment.
To learn how patients can pay their bills online, click here.
Quick Bills
After creating the quick bill, click the Manual Settle button in the pop-up.
The Settle Bill pop-up window will appear. Update payment details and click Settle.
What if I accidentally close the Quick Bill window?
Go to the queue, click the (...) icon next to the patient’s name, and select Show Bill.
Frequently Asked Questions (FAQs)
What if I need to create an extra bill? Can I create multiple bills for one patient?
Follow the instructions on how to create a manual bill here.
How do I bill HMO patients for extra services?
Create a manual bill for additional services not covered by HMO (e.g. medical certificate issuance) -- simply create a manual bill. You may refer here.
Create a bill over P50,000?
Yes, you can create bills over ₱50,000.