Invoice

Health Billing & Invoicing

This module handles the checkout process for a patient's visit. When a patient visit is finished, this tool automatically turns their medical bill into official accounting invoices. It splits costs between the patient and their insurance company, and automatically deducts any used medical supplies from your clinic's inventory.

When Do I Use This?

• When a patient is at the reception desk ready to check out.
• When finalizing a patient's visit so you can print their receipt.
• When you need to generate a claim to send to an insurance provider.

How To Use

Finalizing a Patient's Bill

1. Open the patient's current Health Bill.
2. Review the list of services and items used during the visit.
3. Ensure the correct Insurance Policy is selected (if applicable).
4. Click the Create Invoice button.

What Happens Next? (Automated Processes)

Once you click the button, the system does several things automatically:

• Internal Consumption: If nurses used items (like gloves or bandages) that are marked as "Not Invoiced" to the patient, the system automatically removes these from your stock room (Warehouse) and records them as a clinic expense.
• Self-Pay Patients: If the patient has no insurance, the system generates a single standard invoice for the total amount.
• Insured Patients: If the patient has insurance, the system automatically creates two invoices:
  • One invoice for the patient covering their Copayment.
  • One invoice for the Insurance Company covering the rest of the bill (the Claim).
• The original Health Bill is marked as Closed so it cannot be billed twice.

Key Billing Concepts & Fields

While reviewing a bill before finalizing, pay attention to these settings to ensure the invoices generate correctly: