Create a Billing Invoice
1) Select Billing on a Patients Appointment in the Schedule
Selecting either ‘B’ beside the patient’s name or by going to the drop-down menu and selecting ‘Billing’ will open up the billing window to create an invoice.
💡 Creating an invoice from an appointment will automatically fill in the location and physician in the billing details and to mark the appointment ‘BILLED’ once the claim is finished. Creating an invoice from the eChart or Master Record will NOT mark the appointment as ‘BILLED’.💡
2) Create an Invoice Directly from the Patient’s eChart
Selecting the ‘Sign Save & Bill’ option at the bottom of the encounter note for that visit will open the billing window to create an invoice.
3) Create an Invoice from the Patient’s Master Record
Selecting ‘Create Invoice’ under the ‘Billing’ category on the left side of a patient’s master record will open the billing window.
Once on the billing screen, select a service code, or manually enter in a code and units in the ‘Special Billing’ section. Double-clicking on a service code will also add it to the ‘Special Billing’ section.
💡 You can change the form in the ‘Billing Form’ section to change the display of codes available to choose from. To learn more about code organization and creating your own forms click Here.💡
Click ‘Next’ in the top-right-hand corner of the screen to view the billing summary. The claim can be reviewed here before selecting ‘Save’.
If you billed this claim from the Schedule, you'll be brought back there and the appointment will have turned blue, indicating that it has been billed.
💡 The green dollar sign indicates the appointment has been billed and the ‘-B’ allows you to undo the billing claim you have created for that appointment.💡
3rd Party Billing Invoices
3rd party billing includes all non-OHIP billing claims. Begin by opening the billing window from one of the methods mentioned above.
Adjust the ‘Billing Type’ to ‘3rd Party’ and the billing form will automatically transition to your 'Private' service codes. Once set, you can select which private billing codes to apply to the invoice.
💡 Click Here to learn how to create more private billing codes for your clinic.💡
Click ‘Next’ in the top-right-hand corner of the screen to continue to the billing summary. You can also enter any payments collected from the patient here.
💡 Payment methods can be customized to your clinic. Click Here to learn how to manage billing payment types.💡
If the services have been paid for, select ‘Settle & Print Invoice’ to settle the payment.
Clicking 'Save' or 'Save and Print' will save the invoice to pull up and complete in the future. You can do this by going to the patient's Master Record → Going to 'Billing History' → Selecting the invoice number → marking the billing status as 'Settled'.
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