Hide patient names on invoices

You can keep patients anonymous on invoices for third-party funders only. When anonymised, the patient names appear in the format HX 123456 (or similar) instead. It’s a handy tool to add protection and privacy for patients when needed.

Anonymise patient names on an invoice

  1. Open the patient profile and click the Funding tab.

  2. Under Claims and Referrals, for the relevant third-party funder, click the Icon-Edit.svg pencil icon.

    Patient-Claim-Edit-Payments.png
  3. In the pop-up, tick the checkbox Anonymise patient details on invoice.

    Invoice-Anonymise-02.png
  4. Click Save.

Updated

Was this article helpful?