SeriousMD Doctors

⚡ Use Quick Bill for Simpler Transactions

Quick Bill is the fastest way to handle single-type transactions—no need to go through the full billing flow.

Choose between a Basic Manual Flow or a Service-Based Flow, depending on what you need!

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✅ Basic Quick Bill Flow (Manual Entry)

Use this if you're charging a custom, one-off amount without itemized services:

1. Mark the consultation as Complete
 
2. Enter the manual amount
 
3. Click Confirm Billing
 ​

🧾 Services Quick Bill Flow (Using Favorites)

Use this if you're billing for specific services from your catalog:

Click on the text field to search or select a service 💡 Need help setting up favorites? <a href="#h_5aa0021822">[Click here to learn how]</a> ​ Select the service you want to charge ​

Want to add more services? Just select them again

Review your itemized bill to ensure everything is correct

1. Mark the consultation as Complete
 
2. Click on the text field to search or select a service 💡 Need help setting up favorites? <a href="#h_5aa0021822">[Click here to learn how]</a> ​ Select the service you want to charge ​
3. Want to add more services? Just select them again
 
4. Review your itemized bill to ensure everything is correct
 
5. Click Confirm Billing ​

Preset Amounts – Set up your default consult fee (see "Setting Presets" below)​

HMO Payments – Check out the full HMO Payment Workflow guide ​

No Charge – Simply mark the consult as complete without adding a charge

- Preset Amounts – Set up your default consult fee (see "Setting Presets" below)​
 
 
 
- HMO Payments – Check out the full HMO Payment Workflow guide ​
 
 
 
- No Charge – Simply mark the consult as complete without adding a charge

⭐ Setting Favorites for Quick Bill

Mark your most-used services as Favorites so they’re easy to access in Quick Bill.

✅ Mark an Existing Service as a Favorite

Go to Billing &amp; HMO &gt; Catalog ​

Click the ⭐ Star Icon next to any service ​

1. Go to Billing &amp; HMO &gt; Catalog ​
2. Click the ⭐ Star Icon next to any service ​

Favorited services will now show up in your Quick Bill search.

➕ Add a New Service (and Set it as a Favorite)

Toggle on Add to Favorites for Quick Bill ​

1. Go to Billing &amp; HMO &gt; Catalog ​
2. Click Add New Service ​
3. Fill in the service details ​
4. Toggle on Add to Favorites for Quick Bill ​
5. Click Submit

Your service is now ready for quick selection anytime!

⚙️ Setting Presets for Quick Bill

Speed things up even more by setting a default consultation fee.

💡 How to Set or Edit a Preset Fee

Go to Settings &gt; Billing Settings &gt; General Settings ​

Scroll to the Quick Bill Presets section ​

Enter your typical consultation fee ​

1. Go to Settings &gt; Billing Settings &gt; General Settings ​
2. Scroll to the Quick Bill Presets section ​
3. Enter your typical consultation fee ​
4. Click Save
 ​​

Now, your preset fee will auto-fill whenever you use Quick Bill—one less step to worry about! ✨