Check out the video HERE.
A report can be run for appointments that are not in the Billed status.
This can be accomplished by going to Billing from the green tool bar above the schedule:
This will load a new window which will allow you to be able to run a report for Billed or Unbilled appointments.
Please note, this is loading results based on the Appointment Status, not invoices. To run a report based on invoices, please check this article out regarding Invoice Reports: Invoice Reports
Please be aware that the report will by pass appointments set to No Show or Cancelled.
In the new window, we will want to mark off Unbilled, select a Provider and enter in the date range prior to clicking Create Report:
In order to have providers available in the list to select, Manage Provider List in the top right corner needs to have the desired Providers checked off:
Please note, providers will only appear in the Manage Provider List if they're included in a Group Schedule, you can click here to learn how to create a Group Schedule: Group Schedule
After entering in your search parameters and clicking Create Report, it will load a list of appointments not in the Billed status:
From the report, the appointment reason will be displayed, and you can click on the blue Bill link to open the invoice creation page:
The service codes and Diagnostic codes can be entered, and then saved! You may click this link to learn more about creating OHIP Invoices: How To Create OHIP Invoices
The Unbilled Report will refresh and the patient that was just billed will be removed from the report. The appointment will also be updated to the Billed status.
If you have any additional questions, please contact Support at help@oscarprodesk.ca