This article covers following topics related to 'Generating Bills ' workflow in healcon practice :
How to reach 'Billing' module in healcon practice software ?
How to add new 'Bill' for a particular patient ?
Where can i see recently added bills of a patient ?
What actions can i take against already generated bill of a patient ?
How can i add bill for recently added treatments (complete or incomplete both) ?
How can i find unbilled completed treatments and then generate bill for them ?
What are the different components of the 'Billing' interface in healcon practice ?
Lets go through them one by one .
How to reach 'Billing' module in healcon practice software ?
You can reach billing module by clicking 'Billing' link from left menu as shown in the screenshot below :
How to add new 'Bill' for a particular patient ?
Here are the steps to add new bill :
Step 1 : Once you reach billing module (as described in previous section) , please click on '+Add New Bill' green button on top right of 'Billing' module as shown in the screenshot below . This will open a pop-up window to add new bill .
Step 2 : In the pop-up window (as shown in the screenshot below) , please select patient name , doctor , billing date and click on green color 'Go' button as highlighted below .
Step 3 : Next select treatment as shown in the screenshot below . In the treatment dropdown you will get 5 latest planned unbilled treatment of the patient on the top of the list followed by your catalogue. This will help you to quickly add already planned un-billed treatment if any .
Step 4 : Once treatment is selected , it will automatically populate price (Treatment Cost can be changed by going to Settings --> Treatment Catalogue ) and also assign an existing appointment to it . Incase there is not existing appointment then it will automatically add new appointment with current date and time . You can click on appointment 'date-time' to select any existing appointment or add future appointment as shown in the screenshot below :
Step 5 : Once you have added one treatment in the bill as per steps given in previous steps as shown in point-1 in screenshot below, you can now add more treatments using the 'Add Treatment' drop down as show in point-2 in the screenshot below .
Once you have added all the required treatments you want to bill , add payment receipt amount as shown in point-3 in the screenshot below (please note that maximum amount paid cannot be more than total bill amount) . Next goahead and click 'Save' to generate bill as shown in point-4 in the screenshot below .
Where can i see recently generated bill of a patient ?
Recently generated bill will shown up in the same 'Billing' interface on the top as shown in the screenshot below .
What actions can i take against already generated bill of a patient ?
You can view/edit (non paid bills) / print / email / make pending payment (for partially paid/unpaid bills) / delete bills using the 'Action' present at right of the bill row as shown in the screenshot below :
How can i view bill ?
Simply by clicking on the 'Bill Id' present on the left of the bill row, you can view patient bill as shown in the screenshot below . Also you can click 'print' icon to print bill as shown below .
How can i add bill corresponding to recently added treatments (completed or in-completed treatments ) ?
Incase you have already added treatment plan for the patient (one treatment plan can single or multiple treatments) then in this case you can simply add bill against specific treatment or all the treatments in the treatment plan . To do so you need to follow these steps (refer to screenshot below and go through the steps) :
Step 1 : Go to 'Clinic EMR' as shown in point-1 in the screenshot below .
Step 2 : Go to 'Treatment' tab as shown in the point-2 in the screenshot below .
Step 3 : Click on 'Add Bill' against the treatment row to quickly generate bill for this un-billed treatment as shown in point-3 in the screenshot below . Please note that this blue link to 'Add Bill' will only appear against the unbilled treatments .
PS : There are two options to add bill for un-billed treatments :
1. Single un-billed treatment in treatment plan : Please go with option-1 in the screenshot below in this case .
2. All un-billed treatments in treatment plan : Please go with option-2 in the screenshot below in this case by clicking on the 'Action' button present on the rightmost side in treatment plan row and then click '+Add Bill' from drop down as shown in the screenshot below :
When you generate bill from the treatments/treatment plan then all the treatments and their cost are automatically populated hence you can quickly add payment information in the billing form to generate bill .
How can i find un-billed completed treatments and then generate bill for them ?
To do so you need to follow these steps (refer to screenshot below and go through the steps) :
Step 1 : Go to 'Clinic EMR' as shown in point-1 in the screenshot below .
Step 2 : Go to 'Billing' tab as shown in the point-2 in the screenshot below .
Step 3 : On the right side on this interface you will find recent 'Un-Billed Completed Treatments' as shown in the point-3 in the screenshot below .
Step 4 : Just click on the 'Add Bill' button as shown in point-4 in the screenshot below and complete the billing form to generate bill .
What are the different components of the 'Billing' interface in healcon practice ?
Major components of billing interface has been described below , please refer to the screenshot below along with point number .
(Component Number below can be matched with the numbers in red circle in the screenshot above to help understand it better )
Component 1 : 'Add New Bill' button to add bill .
Component 2 : Filter bills by patient name / doctor / bill-date / payment status .
Component 3 : Bill row contains :
- Bill ID (Click to view bill )
- Bill Date
- Patient Name (Click to view patient EMR)
- Treatments against which bill was generated
- Payment done against the bill and pending amount
- Payment Status : Paid / Partially Paid / Unpaid
- 'Action' button (Click to check actions which can be taken against a bill)
Component 4 : Payment Status : Paid / Partially Paid / Unpaid
Component 5 : Click on 'Action' button which will provide following options related to one bill :
- View : View Bill
- Edit : Edit bill (only unpaid bills can be edited)
- Print : Print bill
- Email : Email bill to patient
- Make Payment : Register payments against unpaid/partially paid bills .
- Delete : Delete bill
- Adding New Patient
- Searching Patient Records
- Scheduling Patient Appointment
- Updating Patient Health Records
- Creating New Treatment Plan
- Adding Clinical Notes
- Writing Prescriptions
- Patient Case Sheet
- Lab Management System
- Inventory Management System
- Generating Bill
- Generating Receipts
- Adding Clinic Expenses
- Sending SMS To Patients
- Sending Email To Patients
- Adding Clinic Staff
- Adding More Clinics
- Online Appointment Booking
- Consultant (Visiting Doctor) Tutorial
- Managing Subscription
NEXT SUGGESTED READ on 'HEALCON PRACTICE WORKFLOWS ' >> Generating Receipts
- Team Healcon
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