Why is a complimentary treatment shown at full value on the invoice?

So the value of what you gave away is visible. Complimentary amounts are reported separately and excluded from billed revenue, rather than being invisible.

An insurer says they never received the invoice.

Open the MediData page and check the submission for that invoice. The submission status tells you whether it was transmitted, delivered, accepted or rejected, and the insurer response can be opened in full.

Invoices

Issue, track and chase invoices for self-pay and insured treatment.

Where to find itMenuInvoices

StaffAdministrators

Every invoice carries the patient, the treating doctor, the billing provider, the payment method, the amounts and a status. The list is built for chasing money: filter by status, by payment method, by Swiss billing type, or by where an insurance submission has got to, then act on what comes back.

What you can do here

Create invoices from the treatment delivered
Track paid, partially paid, unpaid, overpaid and cancelled amounts
Mark invoices as complimentary without distorting revenue
Distinguish Tiers Garant from Tiers Payant billing
Follow the insurance submission status per invoice
Handle instalments as sub-invoices of a parent
Send a payment link or a Swiss QR bill
Archive invoices out of the working list

Invoice statuses

The status describes the money, not the insurer. It is derived from what has been paid against the total.

Status	Meaning
Open	Issued, nothing paid yet.
Paid	Settled in full.
Partial	Part of the amount has been received.
Partial loss	Part will not be recovered and has been written down.
Overpaid	More was received than invoiced — usually a duplicate payment to refund.
Cancelled	Withdrawn. Kept for the audit trail rather than deleted.
Complimentary	Deliberately not charged. Excluded from billed revenue so it does not flatter the figures.

Tiers Garant and Tiers Payant

Swiss billing has two routes, and the invoice records which one applies. Getting this wrong is the most common cause of an unpaid invoice.

The billing type is a filter on the invoice list, so each route can be worked separately
The applicable health insurance law is recorded on the invoice as well
Purely aesthetic treatment is self-pay and belongs on neither insurance route

Type	Who receives the invoice	Who chases whom
TG — Tiers Garant	The patient receives the invoice and pays the clinic, then claims reimbursement from their insurer.	The clinic chases the patient.
TP — Tiers Payant	The insurer is billed directly and pays the clinic.	The clinic chases the insurer through MediData.

Creating an invoice

1
Start from the patient or from the invoices list
Working from the patient file keeps the treatment context in front of you.
2
Add the services delivered
Lines are priced from the service catalogue, so the price is right unless you deliberately change it.
3
Set the treating doctor and the billing provider
Both appear on the invoice and both matter for insurance submission and reporting.
4
Choose the payment method
Card, cash, bank transfer or insurance. Choosing insurance is what puts the invoice into the submission workflow.
5
Add TarDoc codes if the treatment is medically indicated
Required for anything you intend to bill to an insurer.
6
Issue it
A PDF is produced, and the invoice appears on the patient file and in the list.

Getting paid

Payment link: A secure, tokenised link the patient opens to pay by card. Success, failure and cancellation each land on their own page, and the invoice is updated automatically.
Swiss QR bill: A QR bill for bank payment, generated to the Swiss Payment Standards, with the clinic as creditor and the patient as debtor.
Instalments: Larger treatments can be split. Instalments are created as sub-invoices of a parent, and are excluded from totals so the amount is never counted twice.
Bank reconciliation: Incoming bank payments can be imported from your bank's payment file and matched to invoices.

Working the list

Filters combine, so you can narrow to exactly one problem at a time.

Status — for example everything still open
Payment method — separate card, cash, bank transfer and insurance
Billing type — TG or TP
Insurance submission — where the submission has reached, including nothing submitted yet
Date range and patient name
Free-text search across the list

Tip

Two saved routines cover most debtor work: open invoices with payment method card or cash older than 30 days, and insured invoices with nothing submitted yet.

Reminders, cancellation and archiving

Insurance submissions track up to three reminders and then collection, each visible as a status on the invoice
Cancelling keeps the invoice for the audit trail; a cancelled insurance submission is a storno
Archiving removes an invoice from the working list without deleting it — the list shows unarchived invoices by default

Careful

Never delete an issued invoice to correct a mistake. Cancel it and issue a corrected one, so the numbering and the audit trail stay intact.

Frequently asked

Why is a complimentary treatment shown at full value on the invoice?: So the value of what you gave away is visible. Complimentary amounts are reported separately and excluded from billed revenue, rather than being invisible.
An insurer says they never received the invoice.: Open the MediData page and check the submission for that invoice. The submission status tells you whether it was transmitted, delivered, accepted or rejected, and the insurer response can be opened in full.

Last updated September 2025. Screens may differ slightly depending on your plan and role.