Billing

Enabling 'Associate Products' to the Procedure Codes

By default, the setting to allow Practices to associate Products with Procedure Codes will be enabled under the 'Settings > Billing Settings > Associate Products to Procedure' section.

When this setting is enabled, the 'Associate Products' option will be available for the Procedure Codes listed under the 'Settings > Billing Settings > Procedure Codes > List View' section.

Associating Products with the Procedure Codes

Practices can associate Products with the Procedure Codes by following the steps below.

1. Navigate to 'Settings > Billing Settings > Procedure Codes > List View'
2. Select the 'More Options' (...) icon against the Procedure Code and choose the 'Associate Products' option.
   
3. You can choose how to associate Products with the Procedure Code when adding them to the Invoice from the available options.
   1. Add Products automatically while adding Procedure to the invoice: On choosing this option, the Products are added to the Invoice, and their quantities are deducted from the inventory. Practices can use this option to bill associated Products to Patients directly.
   2. Do not add Products to the Invoice but deduct the associated products from the Inventory automatically: The Product quantity is reduced in the inventory, but the Products are not added to the Invoice. This option is recommended when Products are consumed internally and do not need to be billed directly to the Patient.
   
   
4. Add the Products to be associated with the Procedure.
5. For Practices who have enabled the 'Multi-store Settings', they can copy the Products from one store to another. To use this option, the 'Product Name' must be identical in both stores.
6. Click the 'Save' button to add Products to the Procedure Code.
7. On saving the setting, the Procedure Code gets updated with the 'Associated Products' tag.
   

Filtering Procedure Codes with Associated Products

This involves identifying and categorizing specific Procedure Codes with associated Products or Supplies. Practices can list the Procedure Codes with associated Products by following the steps below.

1. Navigate to 'Settings > Billing Settings > Procedure Codes > List View'
2. Under the Search filter, choose the 'Has Associated Products' option.
   
3. All Procedure Codes that have associated Products get listed.

Adding Associated Products Automatically to the Invoice

Practices can automatically add Products to Invoices by selecting the 'Add Products while adding Procedure to the invoice' option when associating with the Procedure Code. This option can be used when the Practices need to bill the associated Products to the Patient.

During Invoice generation, whenever the Procedure Code with associated Products is added, the corresponding Products will get auto-populated in the 'Products' section. Upon approving the Invoice, the quantity will get auto-adjusted in the Inventory.

This helps Practices save time by eliminating the need to manually add the Products required for the Procedure.

Clicking on the information (i) icon next to the 'Associated Products' tag displays the configured Products and their quantity.

Deducting Products from Inventory without Adding them to the Invoice

Practices who opt not to bill Products to the Patients can choose the 'Do not add Products to the Invoice but deduct the associated products from Inventory automatically' option.

While generating the Invoice, the Products will not be included if the Associated Procedure Code is added. However, the quantity of the Product will get reduced automatically from the Inventory, helping Practices keep track of the stock supplies.

Reduced Stock Quantity in the Inventory

Recording the Internally Used Products

1. Internal Consumption Report

When Practices use the Products only for internal consumption and do not include them in the Invoice, the quantity of the Product will be deducted automatically from the Inventory. However, these products get recorded in the 'Internal Consumption Report' under the 'Inventory > Reports' section.

By tracking internal consumption, Practices can maintain accurate inventory records, which allows them to forecast stock levels more effectively.

To view the list of internally consumed Products, follow the steps below.

1. Navigate to 'Inventory > Reports > Internal Consumption Report'
2. Select the Date Range to show the details.
3. You can group the report by Product Name, Procedure Name, Category, Facility Code, and Store Name.
4. The report gets listed according to the selected parameter in the 'Group by' option.
5. You can also use the Filter options to generate the report.
6. Click the 'Show Report' button to view the report grouped by the selected parameter.
7. This report includes details like the Invoice added Date, Product name, Product ID, Quantity used, Invoice#, and additional Product information.
   
8. Clicking the 'Export as CSV' button allows you to save the report as a CSV file.
9. To export only the particular columns in the report as a CSV or PDF file. Click the 'Settings' icon next to the 'Export Selected Columns' button and drag and drop the column names from the Available Columns to the Selected Columns. Choose the PDF Layout as a Landscape or a Portrait and click the 'Update' button.

2. Stock Flow Report

The 'Stock Flow Report' under the 'Inventory > Reports' section provides an overview of the products received and dispensed in any selected period.

This report helps Practices maintain accurate inventory records by tracking all stock movements.

Practices can track the internally consumed Products under the 'Internally Consumed Qty' column of the report.