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Generating Invoice/Billing

If you have not completed Patinet Registration, please refer to the earlier topic on Patient Registartion.

New Invoice

  1. Click on Billing on the menu and select New Invoice. Or use shortcut F3 to quickly get there.
  2. Enter Patient-ID or Member-ID and wait fort the patient information to load
  3. Select billing item by typing few characters and selecting for the list
  4. Enter value into or change the following fields as necessary:
  5. Referral Doctor
  6. Discount Group and Type
  7. Hospital Name
  8. As you start selecting billing items and adjust quantities, the invoice is updated and all totals are shown.
  9. When finished entering items, check discounts and other parameters
  10. Select Payment Type.
  11. Enter Tender Amount and it will automatically show calculated Return Amount.
  12. If everything is complete, then press Enter or click on Save
  13. Once saved, the invoice cannot be modified under any circumstances, so please be sure everything is all right before saving the invoice.
  14. Once saved, the invoice will be automatically printed.
    Invoice

List Invoice

  1. To list saved invoices click on Billing>>Invoice List
  2. You can search using a Patient ID, first name or last name.
  3. When you find the desired invoice, click on Show/Re-print.
    Invoice List

Invoice Reprint

  1. First list saved invoices by click on Billing>>Invoice List
  2. You can search using a Patient ID, first name or last name.
  3. When you find the desired invoice, click on Show/Re-print
  4. When the invoice is displayed, you can click on Reprint Invoice to reprint.
  5. Reprinted tax invoice are marked with the term “Copy of Original” or “Reprint Copy”.

Refund Invoice

  1. When a patient buys some item and quantity they do not need, it can be refunded using a refund invoice.
  2. Go to Billing>>Refund Invoice
  3. Scan Patient ID using your barcode reader or type it manually and press enter to Search
  4. When you find the desired invoice, click on it
  5. If you need to remove the item, click the corresponding “X” button
  6. If you need to reduce the quantity of an item, adjust it
  7. The refund amount is shown automatically.
  8. When done, click on Save.
  9. The refund invoice is printed automatically with the details of all the refund items.
    1. Note: Certain items can not be refunded
    2. Tests in progress – To refund such tests, the Lab has to revert the test before attempting refunding
    3. Completed Test – If a test is completed and the report is generated, it can not be refunded.
      Refund Invoice

Refund Invoice List and Print

  1. To list refund invoices, click on Billing>>Refund Invoice List
  2. If you know the Patient ID, enter it and click on search or use other search options for generic search
  3. When you find the desired refund invoice, click on it to load on the screen
  4. If you need to reprint the refund invoice, you can click on print.
  5. Reprinted tax invoice are marked with the term “Copy of Original” or “Reprint Copy”.
    Refund Invoice List

Credit Clearance

  1. Choose Customer group and Customer type and proceed with credit clearance according to payment type.
    Credit Clearance