Recording Visits (Issuing Accounts)

Before you begin

The following procedure describes the steps necessary for billing a bulk bill account. You can also bill to other types of accounts such as Private and Institutional accounts, and you can bill to multiple patients for example. See Recording Visits for detailed instructions.

Procedure

  1. Within the Waiting Room, select the patient's record, and press F5. The Record Visit window appears.
  2. As you are issuing a Bulk Bill account, select Bulk Bill from the Invoice To drop-down list.
  3. If necessary;
    • Select the consulting practitioner from the Seen By drop-down menu.
    • Select the referring practitioner (if required) via the Referral button at the bottom of this window.
    • Indicate the location at which the consultation took place from the Location drop-down menu.
    • Modify the Consult Time/Date if required. This refers to the recording of the visit, not the consultation time.
  4. Add and/or modify Service Item details;
    • A list of Service Items is available via File > Search Std Item List (or press Ctrl+S).
    • Add service item text via the Text column for each item, if desired.
    • A maximum of 14 Service Items (including Incentive Items) may be billed simultaneously. If you need to record further items, you must initiate another visit for the patient.
  5. (Optional) Tick the In Hospital check box to indicate that the service was conducted in-hospital. Upon ticking this box a new drop-down list becomes available where you must select the Provider No (Facility ID).
  6. Indicate whether the patient is removed from the Waiting Room, via the associated check box.
  7. Indicate whether you want to print a voucher via the Print Voucher check box. You might disable this if for example you need to edit the voucher, or perhaps you have printed them a voucher already (on a blank DB4) and are now billing the patient. Specify how many copies you want to print.
  8. Click Voucher to initiate the claim. If you have enabled Online Patient Verification (OPV), and the patient in question has not had their Medicare card details recorded, you will be prompted to enter their details now. If you have their Medicare card handy, swipe it now to automatically enter their card number.

Results