Resource Center

Billing

Generating an Invoice

  1. Confirm the details related to Procedure and Products on Invoice
  2. Apply applicable taxes
  3. Check the payment options
  4. Get patient signature on invoice
  5. Click on Approve Invoice button to get the invoice approved
    Invoice Generated

Invoice With Encounter

  1. Navigate to Billing> Generate encounter section
  2. Click on the gear icon associated with the encounter and select the option "New Invoice"
    Generating New Invoice

Invoice Without Encounter

  1. Navigate to Billing> Generate encounter section
  2. Click on Invoice without Encounter button
    Invoice Without Encounter

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 else click on gear item and select the option Submit To RCM
    Submit to Rcm
    Submit to Rcm

Creating an Invoice

  1. Navigate to billing
  2. Change selection to encounters for billing
  3. Click on the gear icon and select the option "New Invoice"
    Generating New Invoice
  4. Add all the procedure and prescription into the Invoice
  5. Select appropriate Payment Information
    Approve Invoice
  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
  2. Click on Invoice section
  3. Click on the gear icon and select the View option
    View Invoice

Edit Invoice

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

  1. Navigate to billing
  2. Click on Invoice section
    Edit Invoice
  3. Click on the gear icon and select the Edit option
    Edit Invoice
  4. Edit the required details
  5. Click on Approve Invoice to save the changes

Open in Template

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

  1. Navigate to billing
  2. Click on Invoice section
    Open in Template
  3. Click on the gear icon and select Open In Template
  4. Select the template and click Ok to save selection
    Open in Template
  5. Click on Print for print preview
    Open in Template

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
  2. Click on Invoice section
  3. Click on the gear icon and select the Print option
    Print Invoice
  4. Click Print button on invoice 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
  2. Click on Invoice section
    Send Invoice
  3. Click on the gear icon and select the Send Invoice option
  4. Select where to send the invoice in PHR or email
    Send Invoice
  5. Attach the files if any
  6. 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
  2. Click on Invoice section
    Add Payment Write-off
  3. Click on the gear icon and select the Add Payment / Write-off option
    Add Payment to Invoice
  4. Edit the required details
  5. 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
  2. Click on Invoice section
    Make Payment
  3. Click on the gear icon and select Make Payment option
  4. Edit the required details
    Make Payment
  5. 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
  2. Click on Invoice section
    Adjust Payment Write-off
  3. Click on the gear icon and select the Adjust Payment / Edit Write-off option
    Adjust Payment Write-off
  4. Click on Edit link beside the payment
  5. Edit the required details
    Adjust Payment Write-off
  6. 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
  2. Click on Invoice section
    Generate Claim
  3. Click on the gear icon and select Generate Claim option
    Generate Claim
  4. Verify the details and click finish to generate the claim

View Claims

If the claim is submitted successfully then one can view the claim

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
  2. Click on Invoice section
    Cancel Invoice
  3. Click on the gear icon and select Cancel Invoice option
    Cancel Invoice Comments
  4. Give a reason for the cancellation of the invoice
  5. Click Ok to confirm