For a brief overview of submitting an invoice from the Sessions page, please reference this video:
The Sessions page is where you can submit invoices for any sessions that occurred in the Modern Health dashboard.
- In the Sessions page, navigate to the session that you would like to invoice for. Note: You may have to use the left arrow toggle at the top of the page to go back to past sessions.
- Select "Submit Invoice", which will populate the invoice submission form.
- Complete the invoice submission form by filling out the session information, billing details, and session rating.
- Once you have completed the form, select "Submit" and an invoice confirmation popup should appear.
Note: All sessions scheduled in the dashboard need to be reported under the Sessions page. Reporting sessions under the Clients page will create duplicate sessions.