# Insurance Invoice An Insurance Invoice is created for billing medical services covered by a patient’s insurance. The system generates two invoices: an Insurance Invoice for claim submission and a Self-Pay Invoice for the patient’s share. It supports managing pre-authorizations, adjusting patient shares, and applying VAT or discounts as needed. This process ensures accurate claim submissions, efficient tracking, and streamlined financial management for both the clinic and the patient. *** ### Steps to Create an Insurance Invoice * Open the **Invoice** screen by navigating to **Home > Billing > Invoice**. * In the **Patient Invoice(s) s**ection, two invoices will be generated: an [**Insurance Invoice**](#insurance-invoice-details) (highlighted in green) for submission to the insurance company, and a [**Self-Pay Invoice**](#patient-share-invoice) (highlighted in blue) for the patient’s share.

* Click on the specific invoice to view its **item-wise details**. *** #### Insurance Invoice * In the **Invoice Details** Section, Enter the claim form number in the **Claim Form #** field if required. By default, the post office type will be updated as per the clinic’s default setting. Update the **Post Office Type** using the dropdown field if needed.

* Click the

icon above the table to open the **Add New Items** pop-up. Select the desired items and click **ADD** to include them in the list.

* Items are marked as **INSURANCE** by default. Use the dropdown to change the type if needed: * **SELF-PAY**: If the patient will pay for the item. * **PREAUTH**: If the item requires pre-authorization.

* Update the **Qty**, **Rate**, **Disc. %**, and **Disc. Amt** fields as needed to adjust quantities, rates, or discounts.

* The patient share is calculated based on **Co-Pay** or **Co-Insurance** details from the [**Insurance**](/uniteemr/application-modules/patient-register/register-a-new-patient/insurance.md) **tab** of the Patient Register. To edit the patient share: Select the checkbox in the **Patient Share** field to make it editable. Enter the updated amount.

* Update VAT if applicable. * Enter the **Pre-Auth Code** and **Clinician ID** in their respective fields.

* Click the edit icon in the **Remarks** field to add notes. * To remove an item, click the **Delete** icon next to the item. **Submission** * The finalized insurance invoice can be submitted to the respective insurance company for claim processing. *** #### Patient Share Invoice * A separate **Self-Pay (Co-Pay)** invoice will be generated for the patient’s share. Click on the **Self-Pay Invoice** to view the item details. * Review the details and proceed with the payment collection process. For more information on payment collection, refer to the [**Payment Options**](/uniteemr/application-modules/billing/invoice/invoice-sections/payment-options-and-summary.md) section. * Save the invoices to generate the invoice numbers for both the insurance and self-pay invoices.

{% hint style="warning" %} If **Co‑Pay Amount Validation** is enabled in the application configuration, the co‑pay amount must be captured to save the invoice. Otherwise, the invoice cannot be saved. {% endhint %} *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/application-modules/billing/invoice/create-invoice/insurance-invoice.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.