OSCAR Pro maintains a feature that allows clinics to automatically create pre-configured invoices to be added to patients based on Appointment Type.
Once configured, when the Appointment Status of a patient is set to "Here" an invoice with the pre-configured service codes will automatically be created in OSCAR for the associated patient.
Administrators in OSCAR will then have a chance to review and 'apply' the invoices in a separate section (to action the actual creation of invoices)
NOTE: It is highly recommended to test the full process of Automated Billing Rule creations on a test demographic and/or appointment to ensure its working as intended before proceeding to utilizing it extensively.
There are three main elements required to create invoices via the Autobill Rules:
- Creating Autogenerated Billing Rule - this involves creating an invoice that will be applied automatically based on appointment type. It includes usual invoice elements such as selection of Referral Doctor, Billing Physician, Visit Type, Service Code, DX code, etc.
- Assigning Autogenerated Billing Rule to Appointment Type - this involves assigning Autogenerated Billing Rule to an Appointment Type
- Approving Pending Auto Billing Items - after the status of appointment is marked to "Here", the Autobilling Rule will trigger the invoices to be created based on Appointment Type. An Administrator needs to review and "approve" the associated invoices that have been created automatically. The invoices will not be created until they are 'Approved'.
Creating an Autogenerated Billing Rule
NOTE: If you do not see the below options in your Administration menu, please contact support to have it enabled help@oscarprodesk.ca.
- Navigate to Administration > Billing > Manage Rules
- Under Auto Rule Name, enter a desired name used to identify this rule internally
- Under Service Code, use the text field to search and select desired services code(s) to be added as part of the invoice
- Under Diagnostic Code, use the text field to search and select desired dx code() to be added as part of the invoice
- Select a desired Referral Doctor or Billing Physician (you may click MRP to select the MRP associated with patient in Master Record, or select a desired physician from the dropdown)
- Select desired options from the following dropdowns:
- Visit Type
- Visit Location
- SLI Code
- Click Save to save desired Rule
Assigning Autogenerated Billing Rule to Appointment Type
- Navigate to Administration > Schedule Management > Appointment Type List
- Create new Appointment Type or Edit an existing one
- Checkmark the "Auto Bill" selection
- Click on Add New Rule and select a previously created Autogenerated Billing Rule
- Click Save to save Appointment Type with new billing rule
Approving Pending Auto Billing Items
- Navigate to Administration > Billing > Manage Pending Billings
- Review associated invoices
- To Approve invoices, checkmark desired invoices and click Approve (or use the Select All checkbox)
