Why Use This Function:

The Estimates tab offers a comprehensive overview of all Estimates associated with a Patient's Case. It also allows you to perform various actions directly from the Case Account, such as viewing or editing, downloading, emailing, accepting, and rejecting Estimates.

?Please Note: Hospital Accounts are linked to each specific Case and not the overall Account of the Debtor/Patient. Each Case is billed separately.

The Contents of This User Manual:

  • Filters
  • Columns
    • Invoice Lines 
    • Actions


  • This user manual will start on the Hospital Case List screen.


  • Click on the Case of which you want to view the Case Account.


  • The Hospital Case List sidebar will open.


  • Click on the Case Account button to access the Account Information of the Case.


  • The Case Account screen will open.


  • Click on the Estimate Invoices tab.


  • The Estimate Invoices screen will open.



Filters

Allows you to narrow down or refine the results displayed on the Case Account - Estimates tab.



  • Click on the desired checkbox to include/exclude certain data from the result:
    • Pending: Estimates that have been created and saved in the system but have not yet been approved, finalised, or actioned and still in the process of being completed.
    • Billed: The Patient has been billed for the procedures as set out in the Estimate.
    • Accepted: The Patient has approved the codes and cost of the Estimate.
    • Rejected: The Patient has declined the Estimate.


    Columns

    All the information on the Estimate Invoices screen is divided into Columns to logically group related information together.



    • Estimate Number: The unique system-generated number that has been allocated to the Estimate.
    • Estimate Date: The Date (yyyy-mm-dd) the Estimate Invoice was created.
    • Name: The name/description allocated to the Estimate Invoice.
    • Status: The current stage within the billing process that the Estmate is in.
    • Debtor Number: The number of the Hospital Case linked to the Estimate Invoice.
    • Patient Name: The Patient who the Estimate is for.
    • Total: The total amount of the Estimate Invoice.
    • View Estimate: Opens the Invoice and allows for changes to be made. 
      • Click on the View Estimate button to view the Estimate and make changes.


    • Merge Files: Allows you to select several Estimates and merge them into one file.
      • Click on the Select All Files to Merge Into One File check box.


      • More Actions will become available.


        • All the files that were selected will be displayed above the Action buttons.


        • Click on the Download Selection button to download all the selected Estimates as one file.


        • Click on the Email Selection button to send the merged files to the desired recipients via email.


          • For more information regarding how to Send an Email, please refer to the user manual: Send an Email.
    • Double-click on the Estimate.


    • More Options will become available. 


    Invoice Lines 
    Shows all line items that were added to the Estimate. 


    • The Invoice Lines will be divided into columns:
      • #: The Invoice line number.
      • Code: The Billing Code.
      • Description: A detailed explanation or name of the item. 
      • Diagnosis: The ICD10 code and name linked to the Invoice Line.
      • Qty: The number of the specific item that was added to the Estimate.
      • Invoice Amount: The total price of the item/procedure in this specific line.

    Actions
    Makes multiple actions available for the Estimate.

    • Click on the Actions tab.



    • Click on the Download Estimate button to save a copy of the Invoice to your device.



    • Click on the View/Edit Invoice button to open the Invoice so that changes can be made to the Estimate.



    • Click on the Email Estimate button to send this Invoice to the desired recipient.


      • For more information regarding how to send an email, please refer to the user manual: Send an Email.

    • Click on the Switch Actions button to be directed to the Switch Details screen. 


      • For more information on the Switch Details screen, please refer to the user manual: WA: Switch Response.

    Last modified: Thursday, 14 November 2024, 3:28 PM