Based on valuable client feedback and comprehensive internal research, the redesign brings notable improvements enhancements for faster, more efficient workflows compared to the current billing interface.
Key Feature Highlights of the Create Invoice (ON) Module
- Independent Scrolling
- Warnings Shown on Bill Creation
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OHIP Improvements
- Power User Shortcuts
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Private Pay Improvements
Videos:
trying out the new ontario billing experience:
ohip:
3rd party:
Independent Scrolling
The new billing interface now allows for independent scrolling within the service code area and the main billing section, simplifying navigation and review.
Warnings Shown on Bill Creation
To help minimize OHIP rejections and improve billing accuracy, relevant warnings will display directly on the bill, including,
- Missing Dx code (for OHIP only)
- Referral doctor lacking a billing number
- Decimal usage in unit fields for service codes
- Exceeding 99 units
- Overpayment alerts (for third-party bills)
- Missing health insurance number
OHIP Improvements
Several OHIP-specific improvements include:
Compact Service Codes and Billable amount: Displaying service codes and amounts more clearly for quick reference.
Expanded Billing History: View the 10 most recent bills in an easily readable format. The history section remembers whether you last viewed it in a hidden or expanded state making it more compact and easy to read.
New Customizable Settings
New settings enable:
- Automatic inclusion of the referral doctor in all bills, provided the doctor is linked in the patient master record (for individual users only).
- Access to a custom Dx list associated with the current billing form.
- Management of Super Codes.
Power User Shortcuts
For power users, we've implemented keyboard shortcuts to expedite bill creation:
Workflow:
- When the bill opens, the cursor is automatically set to the service code field so you search for and select your service code and then hit Tab or Enter to get to the Dx field.
- Search for and enter the Dx code of your choice and hit Enter.
- Save the bill by utilizing new keyboard shortcut keys (they are shown in tooltips when you hover over Save/Close, Save/Next or Save/Another.
Private Pay Improvements
Private Pay workflows are now streamlined with the following improvements:
Outstanding Balance: See the bill's outstanding balance and total amount before saving.
Dx Code Not Required: Dx code entry is no longer mandatory, with no associated warning.
Partial Payments: You can now apply a partial payment to apply to the entire bill.
Print/Settle logic: The new logic automatically selects "Print" and checks "Settle" once a full payment is applied, enhancing billing workflow efficiency.
We Value Your Feedback
Your insights are invaluable to us. Share your experience with the new Create Invoice UI through our quick Feedback Form.