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.

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.


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 Macro.


    • The Macro lines 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 Macro.

    • An Attention pop-up will appear, asking you to please select the lines that you would like to add from the list of items.

    • An explanation will be given for the options available:
      • Code: Displays a medical coding value for billing purposes, such as an internal practice-specific code.
      • Description: A description of the item that the billing code is linked to.
  • Click on the Quality field that correlates with the item and enter the number of items that you wish to add to the Invoice.

  • Tick/Untick the Add? checkbox to indicate whether the corresponding item will be added to the Invoice or not. 


  • Click on the Ok button to finalise the Macro.

    • The Macro lines will now be added to the Invoice.


Last modified: Tuesday, 20 January 2026, 10:00 AM