How to Bill Macros (Billing Combinations)
Why Use This Function:
A Billing Macro is a predefined set of Procedures, materials, medicines, and other billable items grouped together to be billed in a single action. Instead of adding each item manually, the Macro loads the entire combination instantly, saving time and ensuring consistency across the Practice.
Billing Macros make day-to-day billing smoother, faster, and far less error-prone. They help Practitioners and staff avoid forgetting items, ensure that everyone bills the same way, and significantly reduce repetitive work. Macros are especially useful for routine treatments or Procedure combinations that are frequently used in the Practice, making the billing process more efficient and reliable.
💡Please Note: In order to use Macros for Billing, they must be set up before attempting to bill with them. For more information on how to set up Macros, please refer to the user manual: Macro Settings.
The Contents of This User Manual:
- Billing a Combination/Macro
- Fixed Macros
- Choose Macros
- This user manual will start on the Invoice screen.
- For more information on navigating and using the Invoice screen, please refer to the user manual: The Invoice Screen: Navigation and Use.
Billing a Combination/Macro
Billing Macros streamlines billing by making the process faster, more consistent, and less prone to errors. They help Practitioners and staff avoid missed items, ensure billing is applied uniformly across the Practice, and reduce repetitive manual entry. Billing Macros are particularly useful for routine treatments or commonly used Procedure combinations, improving overall billing efficiency and reliability.
- Click on the Code field.
- Type the desired Macro in the Code field.
💡Please Note: Either the Macro code or the Macro description can be entered in this field to search for the required Macro. When the full Macro code is entered, the Macro will automatically be added to the Invoice.
- For the purpose of the user manual, we will be using the Wound Dressing Macro.
Fixed Macros
Fixed Macros are preset billing combinations that include predefined items and quantities. When selected, these items are added to the Invoice exactly as configured, with no further input required. Fixed Macros save time and reduce billing errors for routine Procedures where the same items and quantities are always used. They ensure consistent billing across the Practice and prevent items from being missed or incorrectly captured.- Click on the WD1, Wound Dressing Macro.
- The WD1, Wound Dressing Macro, will now be added to the Invoice.
💡Please Note: If needed, the item quantities can still be adjusted on the Invoice.
Choose Macros
Choose Macros are preset billing combinations that include predefined items but do not have preset quantities. After selecting the Macro, you may now choose which items and quantities must be included on the Invoice. Choose Macros offer flexibility for Procedures where item quantities vary between Patients. They provide a consistent billing structure while still allowing Practitioners or staff to adjust quantities based on the specific treatment provided.
- Click on the WD1, Wound Dressing Macro.
- An Attention pop-up will appear.
- An explanation will be given for the options available:
- Code: This field displays a medical coding value for billing purposes, such as SNOMED or internal practice-specific codes.
- Description: A description of the item that the billing code is linked to.
- Quantity: Specifies how many units of the billing item are being applied.
- Add?: Checkboxes of all the items that you would like to be added to the Invoice.
- Click on the Ok button to finalise the Macro.
- The WD1, Wound Dressing Macro, will now be added to the Invoice.
- Click on the Save button to save the Invoice to the Debtor's Temporary Invoices.
