1. Search patient information
To search the patient information follow the next steps:
1. Click context menu and select Patient option:
You will be taken to Patient Registration window, here you can edit patient information and also edit their Contact info, Insurance info, Allergies, History or add Notes :
After finishing the steps listed above
You'll have done searching the patient information.
Congratulations!
2. Apply charges
To apply charges follow the next steps:
Click context menu and select Charges:
2. Now, in Encounter charges window, select the plus icon to add a new charge:
3. Fill all of the charges information (Product, Date, Quantity, UOM, etc)
4. Save.
After finishing the steps listed above
You'll have applied charges.
Congratulations!
3. Cancel charges with supervisor authorization
To cancel charges follow the next steps:
Go to Encounter Charges (context menu and select Charges option)
2. Select the charge you would like to remove from the order by clicking on context menu and Cancel Charges:
3. You will see a confirmation message, select Yes.
4. Now enter Motive and Comments and Accept.
After finishing the steps listed above
You'll have cancelled charges.
Congratulations!
4. Special invoice
A special invoice usually comes as a request from an insurance company to include a special code and description for a product or service to be printed on the invoice report and xml file.
To generate a special invoice you must have the following system configurations:
Business Partner
Business Partner - Client must have a product price list related.
Then, you must assign the special product on Charges (as seen above) :
After finishing the steps listed above
You'll have done a special invoice.
Congratulations!