Here are some directives on how to run an Invoice Report for 3rd Party invoices within OSCAR.
Private invoices would be marked as 3rd Party when being created within OSCAR. Private invoices would be considered invoices not going to the Ministry - for example private insurance companies, or billing the patient directly.
Here is a link to a video reviewing how to create a private invoice: How To Create a 3rd Party Invoice
In order to run a this report, you will need to navigate to Administration > Billing > Invoice Reports:
Here you can remove the checkmark from ALL along the top, and mark off Bill Patient. Then a provider can be selected, and a Service Date range entered. The invoice status of Bill Patient along the bottom can be marked off and Create Report.
This will generate a report for any private billings that have not been marked as Settled yet. This may be that no payment has been applied yet, or that only a partial payment was entered.
If you're looking to run a report for your private revenue, a Bill Patient Invoice Report can be run for Settled/Paid items:
You may utilize additional filters in the Invoice Report as well, such as Site Number, Billing Form or Service Code.
All Invoice Reports can be exported to a spreadsheet once generated, the link will be available at the bottom of the report:
The invoice can be opened from the report generated by clicking on the Invoice number and/or Edit, and the patient Master Record can be opened from their name:
A payment can be applied from this section by opening the invoice with either the Invoice # or the Edit link. In the Billing Corrections window, you would need to scroll to bottom of page and click on the blue Payments List link:
In the new window, you can enter in the payment amount and then mark off the payment method. If you've received the full amount, then Save and Settle can be clicked to close off the invoice:
When more than one service code is billed, the payment amount must be applied per line, as seen above.
Marking a paid invoice as Settled will remove it from the Bill Patient Invoice Report, and the payment will be visible in the patient Billing History.
Running a Bill Patient Invoice Report on a regular bases will help in reviewing outstanding private invoices.