Invoicing where the Referring Practitioner is self-referred

Before you begin

Procedure

  1. Ensure that the 'original' practitioner has been added to Pracsoft as a registered practitioner.
  2. Create a referring practitioner record for the Registered Practitioner. Referring Practitioners are not added to Pracsoft like standard practitioners, rather their records are added to Pracsoft's Address Book. From the Pracsoft main window, select Admin > Referring Prac. The Referring Practitioners window appears.
  3. Add a Referring Practitioner, remembering that you are adding a referring practitioner record for a practitioner who already has a standard record, and therefore their Provider Number should be the same.
  4. Now you must save the original practitioner to Pracsoft again, as another Registered Practitioner. In other words, the practitioner will now have two 'Registered' Practitioner entries in Pracsoft:
    • The first is their 'standard' entry which they invoice 'standard' consultations for.
    • The second is their 'referred' entry which they invoice 'non-standard' consultations for (those that require the use of their LSPN).
      • Select Admin > Practitioners. The Registered Practitioners window appears.

      • Click Add. This opens a list of practitioners you already have in your system. Double-click the practitioner you want to add as a Registered Practitioner a second time.

      • Enter details as normal, keeping in mind the following:
        • You must enter a Location name, such as 'X-RAY' for example. This helps you to differentiate between Registered Practitioners when invoicing.
        • You must enter the Practitioner's LSPN, as it is this registered practitioner record you will be using when invoicing for services involving diagnostic equipment.
        • You must tick the Referral Required check box, as it is this registered practitioner record who will be receiving referrals from your main registered practitioner record
        • You must ensure that the Practitioner Status displays the practitioner's actual status within the Practice.

Results

Now when you add a patient to the Waiting Room, you can select the new Registered Practitioner from the list provided, as shown below.

Furthermore, when you record the referral details against a patient's invoice, you can specify that the referral was given by the Referring Practitioner you created.