Accounts / Invoicing (Patient Bill Management)
Accounts Page.
The accounts page functions as a centralized hub for accountants to handle all billing and accounting tasks within the context of a patient. This includes activities such as creating and managing charge sheets, handling cost shares, managing patient bills, overseeing bill credits, managing patient payments, managing insurance schemes, and generating gate passes.
Below, you'll find a more detailed explanation of the functions of each section displayed in tab format on the accounts page;
- In healthcare practice, the cost share tool serves as a means for healthcare practitioners to bill inpatients for various items and consumables that are typically shared within the same ward. The cost share tab exhibits a roster of cost share documents that include the presently chosen patient. It presents essential cost share details such as the count of pending cost-shared items, invoicing status, and workflow status. For more comprehensive information, including the precise cost-shared items, you can click on "Show Details".
To generate a cost share document, follow these steps:
1. Utilize the search box located in the upper right section of the screen. Type "Cost Share List" and then select "Add New Cost Share.
2. Specify the ward and warehouse from which you wish to bill.
3. In the "Cost Share Items" section, click on "Add Row" and input the item you intend to bill for, along with the quantity.
4. Click the "Reload Patients" button to automatically populate the patient list with those admitted in the selected ward. If you only need to bill one or two specific patients, you can manually add them using the "Add Row" option.
5. Save your entries.
Upon approval of this document, consumables will be deducted from the stocks, and a charge sheet will be generated and shared among the relevant patients.
2. Patient Bill.
- The patient bill serves as a document that represents a comprehensive summary of all charges incurred by a patient. Typically, it combines all the charge sheets generated during an outpatient visit or an admission period. The patient bill is automatically initiated with the creation of the first patient charge sheet in the system, and subsequent charge sheets are appended to this existing patient bill.
- It's important to note that different patient bills are created based on the customer's status and whether they are an inpatient or not. For example, if a patient is initially billed as a cash payer and later as a corporate client, two separate patient bills will be generated to account for these different billing scenarios.
- Upon a patient's discharge from an inpatient status, the patient bill plays a critical role in generating the final bill. Once an accountant has reviewed and verified the bill, they will close the patient bill and proceed to generate the gate pass for the patient
- The patient bill tab provides a list of both current and previous patient bills, offering essential details like customer information, status, posting date, and total amount. Additionally, it offers various actions such as opening and closing the bill, as well as options for viewing and printing.
- At the top of this list, occasional messages will appear when there are uncharged cost shares that should be billed to include them in the patient bill. Accountants will receive prompts to click on "Charge Cost Share" to address this matter.
- When you click "View" on the patient bill list, the complete patient bill will be displayed, encompassing all pertinent information related to the patient's charges.
- In addition to the options to close and reopen the bill, you will also find additional actions such as rebate actions and the ability to recalculate totals.
- Below the contextual patient bill information, you will find a list of all the patient charge sheets associated with the patient bill. These charge sheets collectively contribute to the total amount of the patient bill.
- Accountants are empowered with the capability to transfer these charge sheets from one patient bill to another through the use of the "Migrate" button. The migration process can be performed based on various criteria, including the creation date of the charge sheets and the warehouse. Additionally, accountants can specify the target patient bill for migration. If a specific target is not indicated, a new patient bill will be generated, and the charge sheets meeting the specified criteria will be migrated to this new bill.
