Billing an Individual Patient’s Miscellaneous Procedures

Overview

This tutorial will review how to bill (create an invoice and close this invoice) for a patient with miscellaneous procedures that have been added to their patient file.

Please note that this will not catch procedures already on an invoice, inpatient record, or contract record.

Estimated Time to Complete – 10 minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Video How-To

Step-by-Step Guidance

There are several locations in which this can be achieved from
From the Patient File
1. Navigate to a patient file
2. Click Billing
3. Review the dates in the top right corner. This searches for all unbilled miscellaneous procedures on this patient file between the date range selected
4. We recommend selecting the query All Dates at all times to avoid missed charges.
5. Check the selection boxes next to the procedures you wish to bill
6. Click "Bill"
7. Review Invoice Properties (Invoice date, bill to, etc)
  1. If you wish to change the owner of this invoice (which does NOT change the owner of the horse), please do so here by removing the owner
8. Save
9. Please review the Invoice and ensure it is correct. At this time, make any adjustments (additions or edits).
10. Click "Close Invoice"
11. The invoice will now be on the customer account, and the balance is ready for payment.
From Patient Procedure Summary
1. Search for the specific patient
2. Click Billing (bottom left)
3. Review the dates in the top right corner. This searches for all unbilled miscellaneous procedures on this patient file between the date range selected
4. We recommend selecting the query All Dates at all times to avoid missed charges.
5. Check the selection boxes next to the procedures you wish to bill
6. Click "Bill"
7. Review Invoice Properties (Invoice date, bill to, etc)
8. Save
9. Please review the Invoice and ensure it is correct. At this time, make any adjustments (additions or edits).
10. Click "Close Invoice"
11. The invoice will now be on the customer account, and the balance is ready for payment.

Resources

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Last updated 9 days ago

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