Assessment, Planning and Billing

The Assessment, Planning and Billing section on Workflow Event Forms is an overall summary of the Patients health after all tests were performed, what the Treatment Plan will be based on the Assessment, as well as the Billing codes based on the tests performed. 

Assessment: A Comprehensive Summary of the Patient's condition after all tests and examinations have been completed, taking into consideration all the information that has been added to the form. 

Planning: Observations and Considerations that were made during the exam are used to get a conclusive diagnosis of the Patient's current health issues. The Practitioner is then able to devise a plan for the best course of treatment. As part of the Planning, you can schedule Theatre procedures, log Tasks and create Follow-up examinations to ensure that the Patient is getting the most efficient care.

Billing: During the examination, Billing Codes can automatically be added as the tests are performed to ensure accurate and efficient Billing, as each Procedure and test associated with a specific Billing Code can then be directly added to an Invoice for fast billing. 

Web App:

Shortcut: N/A

Roadmap: NB > B Settings - S Settings > T Entity Settings > P Workflow Event Templates > DM Choose event type to add template for... > Examination > B + Add Template - S Workflow Event Template

User Manual Link:  How to Set Up the Assessment, Planning and Billing Section on Customisable Forms


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