Summary: In this mini video we will be going over the steps on how to create a new invoice for OHIP using the New PRO Experience.
0:01 Hi there! In today's training video, we're going to be going over how to use the new and improved Pro Billing page
to create an invoice for OHIP.
0:10 So I'm going to click on the B here from your appointment window in order to open up our billing page.
0:17 That's going to be populating with information from your scheduled appointment, such as the service date and the
billing provider. If working on multi-sites, you'll have the site to populate as well based on your appointment.
0:28 Your bill type, visit type, site number, and SLI code would populate with your defaults based on your billing form
that is populated on the right-hand side.
0:40 Should you be billing something outside of the clinic you do want to make sure that your visit type is indicating the
location of which it is that you're billing from, and then the site number is also matching to that location as well.
0:51 The site location indicator, if it is required, you have the option from the drop-down to select. The patient's name, if
clicked, will open up to their master record should you need to access their chart.
1:07 The health card number, when clicked, will send a ping to the ministry to validate the health card in real-time. You'll
receive a green valid or red invalid response.
1:18 Your billing form will be located along the right-hand side. You are able to scroll up and down in order to locate any
of your 60 codes that you have programmed on your form.
1:34 In order to have of the descriptions and the fees displayed. We're going to click on the list view icon on the far right.
1:40 And that's going to update and refresh for us to see the descriptions with the fees. In order to add in a service code,
we're going to search on this box on the side here in order to populate a service code.
1:56 You do have the option there to search as you have access to the whole schedule of benefits. Additionally, you will
have your codes along the side from your billing form that you are able to select and those will populate into the centre.
2:10 The diagnosis will populate. The diagnostic code here can be searched either from your disease registry of the
patient, and those will populate for you to select.
2:18 You can also search by numeric or by description. By typing in, for instance, a description word such as migraine,
that's coming up for me to select that diagnosis.
2:30 If any of the service codes are selected in error, you do have the negative symbol in order to remove them.
2:36 If you are billing in additional quantities, additional units, that can be increased with your quantity box. Enter in your
additional unit and OSCAR will calculate your fee accordingly.
2:50 Supercodes have been moved to the very center of your page. There is a type ahead where you're able to search for
the name of a supercode, and that'll filter for you to select and populate.
3:10 Should you require to add the referring practitioner information onto your invoice, there is a setting with a gear shift
in the very top right corner.
3:20 When we click on that there, we'll see the option here. That include referring practitioner if added to the patient
record by placing that check mark, it'll pull information from the patient's master record.
3:33 Should you require a manual review of your invoice, you're able to place a check mark, mark for manual review. At
the very bottom of this page will be your patient's billing history.
3:43 It'll load the last 10 invoices. You do have pages that you can select or errors to move forward and back.
3:49 You're able to search by specific days, or or by a specific service code. The invoice number itself, if we do click on the
invoice number, that will open up to the invoice to review.
4:05 At the very bottom of this page will be your save options. You will have your save and close, your save and next, and
then the plus sign.
4:11 The plus sign will save and add another invoice for the same patient. And that would be concluding today's video
with regards to creating an invoice for OHIP on the new and improved invoice page.
4:32 Thank you for your time. Check out the help portal for any additional videos.