Billing to Debt Management (Desktop App)

• Estimates can be invoiced from the Simple Invoice and Multi-invoice Capturing screens 
• When invoicing, the Cases, Appointments, and Note fields can be entered manually or templates can be selected if set-up (Click on the link to how to set up templates)

Creating an Estimate

This example is done from the Multi-Invoice screen.

• Do a normal invoice for the Patient
• Click on Save as Estimate

The Case detail screen will display

• Enter the This Case description field under the Case Detail tab or click on Template to select the case from the list
• In the Notes tab enter the Estimate Notes in the Free Text Note field or click on the drop-down box to select a Template
• Select a Referring doctor if applicable 
• Select a Referring doctor ICD-10 code if applicable
• Click on Continue (F2)

The This appointment screen will display

• Enter the This Appointment description field under the This Appointment tab or click on Template to select the appointment from the list
• A Second Doctor can be selected from the dropdown box
• The Estimated time and tariff of the second doctor can be entered if applicable
  
• Select the Service Centre from the drop-down box
• Enter the Estimated time and tariff for Service Centre if applicable
  
• Click on Continue (F2)
• Exit the invoice screen 

The Estimate can now be viewed, printed or emailed from the patient clinical info.