This section has the following topics..
- A. Patient has one or more visits and single payment
- B. Patient prepays for a procedure to be done
A. Patient has one or more visits and single payment
This invoice is just about as easy as it gets. You post ALL charges on the Charges Entry screen and then all you need to post is one payment for all of the charges you entered, as shown below.
If the patient is leaving a deposit for products ordered, enter all charges, and then post the partial payment. In the case below the patient ordered 10 boxes of TheraTears and left a 50% deposit in addition to paying for the office visit. When you receive the last payment for this invoice it will get posted on the Payments screen.
B. Patient prepays for a procedure to be done [top]
The patient is scheduling surgery and is leaving a partial payment as a deposit. In this example the patient is scheduling cosmetic blepharoplasty, but it could as easily be a delivery.
Create an invoice for this as you would for any other procedure (the graphic above shows both the posted charge and payment). Enter the Date From as the expected date. If you aren’t sure of the exact date (as in a delivery), guess a few days later. It will not appear on daysheets or productivity reports since it hasn’t happened yet. When you try to bring down the charge you will get this dialog. Simply click Its OK.
When the procedure is actually performed, change the Date From to the correct date (you’ll have to make the change from the Administrator screen).
In the payment section post your partial payment as usual using one of the self payment types (in this case 8). At the bottom of the screen in the Batching section set Statements to "Hold". This will keep the invoice from being processed with the rest of the claims.
When you leave the Charges screen you will be reminded that there is still a balance. Click No if you’re done posting to this invoice for now.
To keep this invoice from being aged, set the Billing date (As of… at the top of the screen) to when you expect to be performing the procedure. On its this field to get the Chnage Billing Date dialog.
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If you are set up to automatically add finance charges and you don’t want them to be added to this invoice, check No next to
. If there is an insurance involved with this, change the As of... date to after you expect to perform the procedure. This way you won’t be reminded that the insurance hasn’t paid and it won’t be submitted to the insurance until then.
You can continue to add procedures and payments to this invoice at later dates. This can be particularly useful so that when the procedure is done, you can print out a single invoice and it will show all the procedures and payments all together (rather than printing up several different invoices).
last date updated 9/2/2004