Finance
Manage accounts, fees, claiming, billing and banking in Pracsoft.
- Recording Visits
  - Changing the Order of Service Items when Recording a Visit
  - Editing Visits
  - Billing Incentive Items
    Pracsoft provides for automatic billing of Medicare Incentive Payments when recording a visit.
  - Recording Visits - Administrative 'Entity' Billing
  - Recording Visits - Aftercare
  - Recording Visits - Bulk Bill
  - Recording Visits - Multiple Patients
    Issue an account where more than one patient's visit is recorded on the same account.
  - Recording Visits - Other Billing Institutions
  - Recording Visits - Private Accounts
    Issue a Private Account when the patient takes the account (invoice) with them.
  - Recording Visits - Veterans' Affairs
  - Recalculating GST-Inclusive Fees when Recording a Visit
  - Searching Service Item Numbers
  - Tips for Recording Visits
  - Adding Service Item Text when Recording a Visit
  - Payments and Payment Types
  - Selecting a Referring Practitioner
    - Selecting a Referring Practitioner when Recording a Visit
    - Selecting a Referring Practitioner via the Patient's Record
- Online Claiming
  Send Bulk Bill claims to Medicare Australia Online or Department of Veterans' Affairs (DVA) claims.
- Accounts and Receipts
- Banking
  Short videos about Pracsoft banking and end of financial year reporting.
- Fees
  Pracsoft provides you with a Standard Fee list of over 100 commonly used items.
- Institutional Payers

Selecting a Referring Practitioner when Recording a Visit

When recording a visit for a patient, if the patient's practitioner requires a referral, this will be indicated at the bottom-left of the Record Visit window. Note that you can also add a patient's referring practitioner via the patient's record.

To Select a Referring Practitioner:

Locate and click Referral at the bottom of the Record Visit window.
The Referral Details window appears.
Select the type of referral from the associated drop-down list.
Enter the name of the referring practitioner into the associated text box. If you are unsure of the referring practitioner's name, click Search to search for them.
Enter the date the referral request was made via the Request Date calendar tool. The default date is that the visit is recorded.
Enter the referral period. The associated expiry date will automatically update to reflect modifications to either the Request Date or Referral Period fields.
(Optional) Enter a reason for the referral.
(Optional) Indicate if a report for this referral was issued.
Click Save to confirm the information and close the window.