Review the video here.
Accessing the Billing Form
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.
Creating the Invoice
- In the billing module, review the top panel.
- For Private Billing you want to select Billing Type Private, this will auto populate the Private Billing form.
- Ensure the billing physician is correctly populated from the schedule.
- Verify the service date is set to today; change if necessary by clicking the hyperlink.
- If you have a private billing form created, select the appropriate service codes. You can refer to Creating and Editing a Private Fee Code or How to Manage Billing Forms.
- You can also free type the codes to add or 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.
- Diagnostic codes are not a requirement for Private billing but if you wish to enter them you can follow the same process in entering if you know it or using the box as a keyword search.
- Once you have completed this, select Continue.
- If you need to edit the value, you have this ability form the Review Screen.
Once reviewed, select based on what the patient needs, receiving payment or if you need to print the receipt select Save & Print Receipt.
Changing the Billed To
If you need to bill to someone other than the patient you can change the Billed To information.
Upon Selecting Save and Print Receipt, you have the option to edit.
You can free type to edit this information or you can create a contact list for these invoices if you find that you receive multiple requests from the same offices (example, WorksafeBC, ICBC, Lawyers Offices)
To Add/Create/Search to apply to the invoice, please select Search.
I selected Search to show all entries created, you want to hove and click on the entry to apply it.
If you want to add an entry select Add/Edit Address.
Type in name and Search first - this is a very important step, you need to see It is a new Name. You can add it. prior to proceeding.
Then enter all the contact information and Save.
Billing History
If you have saved an invoice and wish to review or edit you can access via the Master Record > Invoice List. Select the Invoice Number, this is located on the left side as a hyperlink.
You can also access from selecting the Edit option on the right, however it is not directly routed there.
For editing please review Private Billing - Receive Payments/Refund/Deleting an Invoice
Please reach out to Support if you have any follow up questions, help@oscarprodesk.ca.