The Quick Invoice™ system was created to help you easily enter the same group of charges over and over again. For example, if you always do 10 tests on each new patient, you would create a Quick Invoice™ which has all these tests in it. Then, when you create a new invoice you would click the Q button (no, not the same Q from Star Trek), select the Quick Invoice™ you want and click the Add Items to Invoice ... button located on the top button bar (more details below).
Creating a New Quick Invoice
To create a new Quick Invoice™ record do the following...
- Navigate to the Quick
Invoice module, either from the Main Menu of Office Startup
(Preferences) or by selecting or typing "Quick Invoice" in any
navigation list and clicking Go.
- Click the New button and confirm your action!
- The Quick Code is automatically assigned in numeric order starting at 1000.
- Enter the Description of the Quick Invoice.
- In the bottom list, select a procedure code from the pop-up list of all procedures you have selected to be in “Your List” in the Procedures module. You can also enter a code manually by pressing the esc key to dismiss the pop-up list.
- In the FS field, enter the default fee schedule to always want for this item. Otherwise it will default to the one used on the invoice.
- Us is for the default units for this item.
- Unit$ is the unit cost for this item.
- The field Stock tells you how much of the item is currently in stock, if applicable.
- You can have unlimited entries in a Quick Invoice.
Using a Quick Invoice
From within the Billing Module, either on the Charges or Admin screen, click the Q button located at the upper left side of the charge entry area, as circles in red below. Once you do you will get the confirmation dialog below.
NOTE: Today’s date is assumed for each charge line. If you wish to use a different date, enter it in the Date To Use field located on the Quick Invoice screen.
- Once in Quick Invoices, select the Quick Invoice you want to Use from the top scrolling list
- The Invoice Number is referenced, as is the patient, and the diagnoses used on the claim.
- Change the Dxs numbers as needed to match the diagnoses used.
- Select the correct Fee Schedule for each charge (the recommended Fee Schedule is shown)
- When done, click Add Items to Invoice xxxxx and confirm your action.
Limitations of Quick Invoice™
- You can have unlimited items per Quick Invoice™ but many insurance only allow so many charges per claim. The Quick Invoice™ does not check for these limitations.
- You cannot use the Quick Invoice™ system if any of the items listed is out of stock or the amount requested is more than currently available. To get around this use less than the amount available OR create a new code for the item (in Procedures) that does not check for inventory
Reviewing the added Charges
Once done, the charges will be added to this invoice for you to review on the Charges screen. At this point the invoice is handled in the same manner as always.