Step 2 - Setting Up Invoices
Setting Up Invoices
Now that you've got your profile and clinic details sorted out, let's dive into the next step: staying organized and enhancing communication with SerenePractice's robust features.
Task Overview:
As you dive into SerenePractice, let's tackle the first pit stop together:
1. Set Up Profile and Clinic Information Details
2. Default Invoice Document
3. Define Treatments
4. Add Your Crew
5. Set Up Your Schedule
How to Start
Let's start by customizing your default invoice document:
Navigate to the "Documents & Files" section and select "Documents" to customize your default invoice document.
How to Set Up Invoices
- ●Customize Layout: Personalize the layout of your invoice document to include your clinic's logo, contact information, and any other relevant details.
●Include Superbills: If applicable, integrate Superbills into your default invoice document for detailed billing information.
●Edit Default Invoice Email: Customize the default invoice email template to ensure clear and professional communication with your clients.
●Include Footer Information: Ensure your default invoice email includes any necessary footer information.
You've completed Step 2 of setting up your SerenePractice account. Keep up the excellent work as we move on to Step 3!
Serene Practice provides a clinic management tool for Speech-Language Pathologists, offering a way to manage your private clinic in a user-friendly way without out-of-pocket cost.
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Get exclusive insights and expert tips.
Serene Practice provides a clinic management tool for Speech-Language Pathologists, offering a way to manage your private clinic in a user-friendly way without out-of-pocket cost.
Serene Practice provides a clinic management tool for Speech-Language Pathologists, offering a way to manage your private clinic in a user-friendly way without out-of-pocket cost.
Subscribe to our Newsletter
Get exclusive insights and expert tips.