How to search for invoices by invoice or voucher number, and search for cheques by cheque number. You can also record a cheque as bounced.
The Debtor list shows all outstanding accounts for patients and third parties. It does not include accounts billed to Medicare or DVA. You can print outstanding statements per payee or per provider.
A simple account covers one or more services provided on the same day. You can apply restriction codes or Medicare override codes to account items.
A complex account covers one or more services provided over different dates. Complex accounts may need to be created to 'bundle' services into one account, for example, to be paid by an organisation such as an employer, insurer, or head of family. You can apply restriction codes or Medicare override codes to account items.
If the Provider and the MBS item you are using requires a referral, the Referral details field will appear in the account details screen.
Restrictive Override Codes for Medicare
Adding a restriction code in the Account Item window provides additional information that will prevent a claim containing multiple similar items from being rejected by Medicare.
How to process payments for regular accounts and bulk payments for complex invoices. Bulk payments are useful for processing non-standard invoices such as those from hospitals for insurance companies.
Process payments for account holders with many invoices that need settling, like an insurer or hospital. The Bulk Payment screen is easier to make adjustments to services from.
Deposits allow your practice to take money in advance as payment for future services, or as holding fee for equipment hire, for example. You can record and adjust a deposit (until the deposit is banked), and allocate a deposit to pay or part-pay and invoice.
Using the Patient Billing History
Describes the functionality available from the Patient Billing History, which is the main screen used to create new accounts, and review and correct paid accounts.
A held account is a record that a patient needs to be billed, but you are not yet sure what services should be included on the invoice. For example, a patient has a biopsy performed on their arm which is sent away to pathology. Use a held account to keep a bookmark of the account and add the services when the pathology results are received.
Add kilometres travelled to DVA accounts
This article explains how to add the distance travelled for a consult to a DVA account.
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