Resource Center

Billing

Currency Settings

  1. Click on Settings ~> Billing ~> Billing Settings
    Bill Setting
  2. Under currency Setting enter the currency code and currency symbol
    Currency Setting
  3. Click on "Save" button to save changes

Invoice Settings

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Invoice Settings", you can do the following:
    • select the default invoice template
    • select how to display the total
    • opt to select the primary insurance by default
    • auto select Dx pointers
    • set pay invoice in full by default
    • set pay products in full by default
    • print patient signature on invoice or bill
    • show notes on invoice or bill as well as the terms and condition on the bill
    • opt to send invoice by default on patient email or PHR portal
    • Resend the Invoice to PHR account when patient pays for the Invoice
    • Resend the Invoice to Email ID when patient pays for the Invoice, etc.

    Invoice Settings

Configuring Invoice Number Format

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Choose the facility for which the format has to be defined.
  3. Under "Invoice Number Format" enter the format and starting number for the invoices
    Choose Facility
  4. Click on "Save" button to save changes

    Note: Configure invoice number format for all the facilities

Configuring Receipt Number Format

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Choose the facility for which the format has to be defined.
  3. Under "Receipt Number Format" enter the format and starting number for receipts
    Receipt Number Format
  4. Click on "Save" button to save changes

    Note: Please configure receipt number format for all the facilities

Configuring Payment Method

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Payment Methods" click on "+ Payment Method" button to add a payment method
    Add Payment Method

Edit Payment Method

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Payment Methods" click on the "More Options" (...) icon and select "Edit" option to edit a payment method
    Edit Payment Method
  3. Click on "Update" button to save changes
    Update Payment Method

Delete Payment Method

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Click on the "More Options" (...) icon and select "Delete" option to delete a payment method
    Delete Payment Method

Configuring Adjustment Type

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under Adjustment Types click on "+ Adjustment Type" button to add an adjustment type
    Add Adjustment Type

Edit Adjustment Type

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under Adjustment type click on the "More Options" (...) icon and select 'Edit' option to edit an Adjustment type
  3. Update the details and click on 'Update' button to save changes
    Update Adjustment Type

Delete Adjustment Type

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Adjustment Types" click on the "More Options" (...) icon and select 'Delete' option to delete an adjustment type
    Delete Adjustment Type

Configuring Write-Off Type

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Write-off Types" click on "+ Write-off Type" button to add a write-off type
    Add Write off Type

Edit Write-off Type

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Write-off Types" click on the "More Options" (...) icon against the item to be edited and select 'Edit' option to edit a write-off type
  3. Update the details and click on Update button to save changes
    Edit Write off Type

Delete Write-off Type

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under Write-off Types click on the gear icon and select 'Delete' option to delete a write-off type
    Delete Write off

Configuring Receipt Settings

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Receipt Settings" select the default payment method, default adjustment type, default write-off type, default patient responsibility type, auto adjust for unused payment from past receipts, enable provider signature in receipts, etc.
    Receipt Settings
  3. Click on "Save" button to save changes

Configuring Claim Status List

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Claim Status List" click on "+ Claim Status" button to add a Claim Status
  3. Give a name and click on "Add" button to save newly added claim status
    Add Claim Status Type

Edit Claim Status Type

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Claim Status List" click on the "More Options" (...) icon and select 'Edit' option to edit a claim status
    Edit Claim Status Type
  3. Update the details and click on Update button to save changes
    Edit Claim Status Type

    Note: Only manually added claim status can be deleted or edited

Delete Claim Status Type

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Claim Status List" click on the "More Options" (...) icon and select 'Delete' option to delete a claim status
    Delete Claim Status

    Note: Only manually added claim status can be deleted or edited

Configuring Tax

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Taxes", click on "+ Tax" button to add a tax and make sure that the correct facility is selected
    Add Tax
  3. Give a name to the Tax and percentage of Tax applicable. Click on "Add" button to save newly added Tax
    Add Facility Tax

    Note: Please configure Tax for all the facilities

Edit Tax

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Taxes", click on the "More Options" (...) icon and select 'Edit option to edit a Tax
  3. Update the details and click on "Update" button to save changes
    Edit Facility Tax

Delete Tax

  1. Click on Settings ~> Billing ~> Billing Settings
  2. Under "Taxes", click on the "More Options" (...) icon and select 'Delete' option to delete a tax
    Delete Tax