Billing

Generating an Invoice

1. Go to Billing -> Generate Bills section to generate the invoice.
2. The New Invoice view opens up.
3. Search for the Procedures and Products in the "Description" field and select the service/products for which invoice has to be generated.
4. Apply applicable taxes for each line item
5. In the "Payment Options" enter the payment amount and "Payment Method"
6. Get the patient signature on invoice
7. Click on 'Approve' button to get the invoice approved
   

Invoice With Encounter

1. Navigate to Billing> Generate Bills section
2. Click on the "More Options" (...) icon associated with the encounter and select the option 'New Invoice'
   

Invoice Without Encounter

1. Navigate to Billing> Generate Bills section
2. Click on 'Invoice without Encounter' button
   

Submit to RCM

Once the invoice is generated providers can choose to submit that invoice for collecting money from the insurance company

1. Navigate to Billing> Generate Bills
2. Select 'Encounters - Not Submitted to RCM'
3. Select the encounter(s) and click on 'Submit to RCM' button.  You can also choose "More Options" (...) icon and select the option 'Submit to RCM'
   
   

Creating an Invoice

1. Navigate to Billing > Generate Bills
2. Change selection to 'Encounters for Billing'
3. Click on the "More Options" (...) icon and select the option "New Invoice"
   
4. Add all the procedure and prescription into the Invoice
5. Select appropriate payment Information
   
6. Click on 'Approve' button to approve the invoice

View Invoices

Opens the invoice in new window where detailed information can be seen for the selected invoice

1. Navigate to Billing > Invoices section
2. Click on the "More Options" (...) icon against the invoice to be viewed and select 'View Details' to view the invoice.
   

Edit Invoice

User can choose this option to add or delete items from invoice to be billed

1. Navigate to Billing > Invoices section
2. Click on the "More Options" (...) icon and choose 'Edit Invoice' to edit the invoice.
   
3. Edit the required details
4. Click on 'Approve Invoice' to save the changes

Open in Template

1. Navigate to Billing > Invoices section
2. Click on the "More Options" (...) icon and choose 'Open in Template' option.
   
3. Select the template and click 'OK' to save selection
   
4. Click on 'Print' for print preview
   

Print Invoice

Printing can be done in a specific format by choosing the appropriate format from the print drop down it applies to bulk printing where as one can choose to open single invoice in desired Template and get the invoice printed

1. Navigate to Billing > Invoices section
2. Click on the "More Options" (...) icon and select the 'Print' option
   
3. From the print view, click on 'Print' button to print the invoice.

Send Invoice to Patient

Invoice can be sent to the patient once the invoice is generated. It can be sent on email address or the PHR account, if PHR account is not created then invoice will be sent on email address registered with the provider the invoice sent will be password protected

1. Navigate to Billing > Invoices section
2. Click on the "More Options" (...) icon against the invoice and select the 'Send Invoice' option.
   
3. Select the option as where to send the invoice, viz., "Send to PHR' or 'Send to patient's email address'
   
4. Attach files if any and click on 'Send' button.

Add Payment/Write-off

Add cash to your due amount or provide write off against the dues or payment

1. Navigate to Billing > Invoices section
2. Click on the "More Options" (...) icon and select the 'Add Payment/Write Off' option.
   
3. Edit the required details
   
4. Click on 'Add' button to save the changes

Adjust Payment/Write-off

You can edit the payments or write-off made, using this option

1. Navigate to Billing > Invoices section
2. Click on the "More Options" (...) icon and select the 'Adjust Payment/Write Off' option.
   
3. Edit the required details
4. Click on 'Add' button to save the changes

Make Payment

If the payment is due or partially paid then this option will be available to add a payment

1. Navigate to Billing > Invoices section
2. Click on the "More Options" (...) icon and select the 'Make Payment' option.
   
3. Edit the required details
   
4. Click on 'Add' button to save the changes

Adjust Payments

Unused payment can be adjusted against current invoice and one can provide discount which will come under write-off

Against Paid invoice we can adjust the the payment and we can edit write-off if there was any at the time of payment

1. Navigate to Billing > Invoices section
2. Click on "More Options" (...) icon and select 'Adjust Payments/Edit Write-off' option.
   
3. Click on the 'Edit' link beside the payment details.
   
4. Edit the required details
   
5. Click on 'Add' button to save the changes

Generate Claim

User can request for a claim if the patient wishes their insurance company to be billed

1. Navigate to Billing > Invoices section
2. Click on "More Options" (...) icon and select 'Generate Claim' option.
   
3. Provide the relevant details to generate the claim
   
4. Verify the details and click 'Finish' to generate the claim

View Claims

You can view the claim, by using the 'Claim View' option. This option will be available only if the claim is submitted successfully

Edit Claims

1. Navigate to Billing > Invoices section
2. Click on "More Options" (...) icon and select 'Edit Claim" option
   
3. Make the required changes to the claim and save the changes

Mark As Mailed

1. Navigate to Billing > Invoices section
2. Click on "More Options" (...) icon and select 'Mark As Mailed' option, to mark the invoice as mailed to patient
   

Mail History

1. Navigate to Billing > Invoices section
2. Click on "More Options" (...) icon and select 'Mail History' option, to view the mailing history of invoices.
   

Cancel Invoice

If there is no partial payment on an invoice and no write-off then one can cancel the Invoice else first make write to zero using edit function and void the payment

1. Navigate to Billing > Invoices section
2. Click on the "More Options" (...) icon and select 'Cancel Invoice' option.
   
3. Give a reason to cancel the invoice and click 'OK' to confirm.
   

Generate Credit Note

You can create a credit note against an invoice, if the patient returns back the products they have purchased, either partially or in full. When the credit note is generated, the product inventory items are adjusted automatically.

1. Navigate to Billing > Generate Bills section
2. Click on the "Add Credit Note" (...) button.
   
3. Search for the patient name and select the patient. All the invoices generated for the patient will be listed in the 'Credit Note for Invoice #' field. Select the previous invoice against which the credit note has to be created. This will populate items in the selected invoice.
   
4. Make required changes, as per the returned products/services and click on 'Approve' to create the credit note.

Delete Credit Note

A Credit Note can be deleted only if it is 'Not Applied' to any invoice. If applied, follow the steps given below to 'Delete' the Credit Note.

1. Navigate to Billing > Invoices section
2. Locate the credit note and choose 'Apply Credit Note' option.
3. Clear all 'Payment Applied' fields of the invoice and 'Update' the invoice
4. Once these steps are performed, use 'Delete' option available under the 'More Options' (...) icon against the credit note.