Initiate Billing

A visit is automatically created when an appointment is added for a patient. For walk-in patients, create a visit manually.

Before you begin

Permissions:
Create Visits and Arrive Appointments

About this task

You can process billing and finalise an invoice before or after a consult, or for a previous visit where tha consult was not paid.

Finalisation of an invoice generally occurs at the end of a consult. However, if you want to finalise before the consult, in the Visit, click Process Billing.

For services delivered on the same day, after a consult is concluded and a visit has been recorded, a list of the visit Service Items is added to the patient's timeline, flagged with the Visit items - IconVisit items and to the Billing page.

Procedure

To initiate a billing process:
  1. Initiate a billing process either:
    • If you have created a visit without adding to the Patient Queue, in the Visit nav tabVisit panel, click Process Billing.
    • Otherwise, in the Patient Queue window:
      1. Select a patient you want to initiate a billing.
      2. In the floating navigation bar, click Visit nav tabVisit.
      3. In the Visit nav tabVisit panel, click Process Billing.
  2. In the Billing page, from the Billing type list, select a billing type.
    New Visit - Add a Code Item
    Depending on the billing type selected, different options are displayed. For more information, see Billing Types.
  3. In the Code field, to add the required Service item, click and enter the item number. The default amount for the service item is entered automatically, but it can be modified by manually.
  4. From the Service fee type list, select an appropriate fee type. This is used to group invoices together.
  5. If the service seems unusual, a warning message may be displayed. From the Service text list, select a justification. For example, if a patient has already had an appointment today and is being billed for another appointment, select a service message to explain the second consultation, such as Not Duplicate Service. In the Service text column, click Menu IconMenu, and select an option or enter text in the Service text field and click OK. This displays as a note on the invoice.
  6. In the Annotation section, enter any notes.
  7. The total amount due is displayed in the Due field.
  8. A patient can pay the amount before their consultation, and any adjustments can be made after the consultation or pay after the appointment. If the patient is paying now, select a payment method.
  9. If required, set Print.
    To include an HCP's bank details in their invoices, provide an HCP's bank account details in User iconuser > Settings iconSettings > Users > Account List > Search iconSearch > Edit iconEdit > Bank account details section. For more information about each fields, see Bank account details.
  10. Click Save to save a draft.
  11. Click Issue to generate a receipt.

Results

This patient is added to the patient queue.

A printed invoice is generated in a Print Preview window with an HCP's banking details if recorded.

What to do next

At the end of the consult, finalise the account.