Bookings to Discharge: Hospital Patient Administration

The Item Level View tab provides a breakdown of each individual line item from a Case's posted Invoices as well as any Credit Notes done per line item.

• The contents of this user manual will consist of the following information:
• Columns

• This user manual will start on the Case Management screen.

• Click on the desired Case.

• The Case Management sidebar will open.

• For more information regarding the Case Management sidebar, please refer to the user manual: Case Management Screen Sidebar: Navigation and Use.

• Click on the Case Account button.

• The Case Account screen will open.

• Click on the Item Level View tab on the Navigation bar.
  

• The Item Level View screen will open.

Columns

The information of the Item Level View screen is divided into columns. These columns contain all relevant information regarding all the Invoice Lines that have been billed on the Case.

• An explanation will be given for each column:
• Edit Button: Allows a User to make Changes to a selected Invoice Line.

• Click on the Edit button to perform a limited update on the Invoice line, either including or excluding the line from a Fixed Fee. 

• The Update Invoice Items screen will open.

•  Tick the Exclude from Fixed Fee checkbox to exclude the line item from a Fixed Fee.

• Untick the Exclude from Fixed Fee checkbox to include the line item from a Fixed Fee.

• Click on the Save button to Save the changes made and return to the Item Level View screen.

• Trans. Date: The Date when the Transaction was billed.
• Code Type: The Code that was billed.
• Doc. No. The Documentation Number linked to a posted Invoice.
• Inv No.: The Invoice Number related to the transaction.
• Trans Type: The Type of Transaction that was captured.
• Code: The Code related to the transaction.
• Description: The Description of the procedure that took place.
• Quantity: The Number of items that have been billed or Credit Noted.
• Amount: The Amount that was Invoiced or Credit Noted for the individual line item.
• Service Centre: The Place where the service was rendered.
• Nappi: The unique product code for a certain medication, surgery, medical equipment, pharmaceutical, or consumable in the healthcare industry. 
• Source Doc. No: The Number used to identify the Document.
• Warehouse: The Location where the stock is located.
• Item No.: The Number assigned to the individual line Item on the original Invoice.
• Fixed Fee Excluded: Indicates whether or not the item has been excluded from a fixed fee case.
• Doctor: The Practitioner assigned to the service rendered.
• Stock Type: The Type of Stock that was used.