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Creating an MSP Invoice - BC

  • Updated

This article outlines the steps to create an MSP invoice efficiently and accurately using the billing module.

Access the Billing Module

  • You have 3 ways to create an invoice:

    • By clicking the dollar sign after creating a chart note. 

    • By clicking the 'B' on the schedule.  

    • From the Master Record, Create Invoice. 

 

The Billing Form

  • In the billing module, review the top panel.

  • Select the appropriate billing form from the drop-down menu. You can review setting Billing Preferences HERE.

  • Ensure the billing physician is correctly populated from the schedule. If needed, change the billing type using the drop-down (default is MSP).

  • Verify the service date is set to today; change if necessary by clicking the hyperlink.

 

  • Check off the appropriate Service code(s).
  • You can also use the Service code box as a keyword search.
  • There is an Add Billing option if you need to add more service codes than offered on the screen, up to 6 boxes are available. (Set in Administration under Billing Settings)
  • Units are preset to one; only change if required for specific billing.

  • Follow the same process as service codes to enter diagnostic code(s).

  • Additionally, any diagnostic code history will be present under Diagnostic Codes, you can hove to see the description and click to have this populate. 
  • There is a show/hide if you wish to expand to enter more than 1 Dx code. (See Billing Preferences)

Referral Information

  • If your billing requires referral TO or BY this is located in the red box on the left. 
  • MSP requires the MSP practitioner number of the physician. You can free type or type in a last name to search to locate. 
  • If you are having trouble locating this information try the College website.
  • It is also very important that you select Refer To or Refer By for the billing to be accepted. 

 

Adding Correspondence Information

  • There is a Short Claim Note, a great spot for Drivers license number when submitting a drivers medical.

  • If your billing requires additional information, you want to select Electronic Note, this drop down will populate to allow you up to 400 characters.

  • Add internal billing notes if necessary - not sent to MSP. 

 

Final Steps

  • Select Continue. 
  • You will be taken to another screen to review the invoice you just created.
  • From here you can:
  • Go Back if you realize you have made an error.
  • Another Bill if you have additional billing to complete for this patient, it will save the current and open a new fresh invoice form. 
  • Save Bill if you are satisfied with current invoice. 
  • Cancel if you are not wishing to proceed with saving. 

  • After saving, if you populated the billing module through the eChart ($) or the B on the schedule the  status updates to 'billed'.