Invoice Consolidated window has now a third way of grouping referrals. We already had ways; which are by referral and by product category but now you can also group them by their corresponding product class, allowing you to visualize the amounts for each product class in the description.

See more details about this improvement here:

After creating a new Invoice Consolidated record and selecting your referrals according to the search criteria, you will be able to select Group by product class on Detail type:

You will see now how the referrals description changed and you will see their product class instead of their category - wich is the one printed for Group by categories type - :

After completing the invoicing process, you will be able to see this information also on their corresponding Taxed Invoice (see example below).

In our example we had two consultations that were billed and grouped by their product class: Office Visit. Any referrals will be grouped by their product class no matter if you have multiple of them that belong to other classes.

Also you will be able to see how the invoice details include data about Seller and Buyer instead of Patient and Encounter information.

This information will also change for Detailed Report (context menu) :

Where a new column was added for this detail type :

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: October 03, 2022