Family Billing allows you to create a single invoice containing items for multiple family members, as well as the following benefits:

This article covers:

In order to configure Family Billing, the patient file for each family member must have an account reserved for the family billing. To do this, open the patient file and go to the Accounts tab.

Click Manage Accounts.

Click Add.

Type in a Name for the new account.

Mark the new account as the Default Account if all future invoicing should take place on this account by default.

Click Save.

Repeat this process for each family member.

Now that every family member has an account to use for family billing purposes, we can continue configuring family billing.

To enable Family Billing, go to the Contacts tab of the patient file and select Edit.

Select Add Family and search for each family member.

After adding all family members, enable the Family Billing switch and choose the account that you wish to use for Family Billing for each patient.

You'll also need to nominate one of the family members as the Primary Biller. Family invoices will be addressed to this individual.

All appointments for the family members should be booked on the family account in order for the family billing workflows to work correctly.

To confirm this, click on the appointment and select Appointment Details.

The account is displayed in the bottom left corner.

Once confirmed, proceed to invoicing the first family member from the appointment as normal.

If PracSuite detects other family members with appointments booked against the same family account, at the same business, on the same day, you'll see a prompt asking if you want to add them to this invoice.

The prompt lists each family member found, along with their appointment time, practitioner, appointment type, and the default item code and fee. Tick the family members you want to include, then select Add selected to invoice. Their appointment items are added to the same invoice.

Each invoice item stays linked to its own appointment, so it will still turn to the processed colour in the appointment book once the invoice is saved.

If you'd rather bill this patient on their own for now, select Skip, bill this patient only. You can invoice the other family members separately, or from their own appointments later.

When you invoice directly from the appointment book, the appointment is always linked to the invoice item automatically. If you instead add a family member to the invoice using the patient search on the invoice page, their item won't be linked to an appointment automatically.

In that case, use the Linked Appointments panel in the bottom right of the invoice screen to link their item to their appointment. See Linking an Appointment to an Invoice for the full steps. When editing a link on a family invoice, the search is scoped to that specific family member, so you'll only see their own appointments.

Note: if you skip this step, the family member's appointment will appear as unbilled in the appointment book, even though they've been invoiced.

The Invoice > Items tab of each family member will show only the items they have been billed.

The Invoice > Family tab will show all invoices for all family members.

Payments can be made for all outstanding items from the Accounts or Invoices tab of any family member's file.

To disable family billing or remove a patient from the Family, go to the Contacts tab of the patient file and select Edit.

You can then unselect the Family Billing option or remove the patient using delete button.

Note: Disabling Family Billing or removing a patient from the Family will not remove any invoices and the Family tab in the patient's Invoice tab will remain.