Create products
Items are predisposed products sold in a clinic. All items can be added in an invoice, but cannot be added in an appointment schedule. You need to add them directly in an invoice.
Here are some examples of items :
- Material
- Costs
- Travel time
- Writing time
- Mileage
Here are the following steps to create an item :
- Click on My Clinic
- Click on Items
- Click on the Products section on the left of the screen
- Select your point of service
- Click on the upper right the (+)
- Add name, cost and selling price for the item created
- Click on Save changes
Billing
Automatic third-party payer (Optional)
When an invoice is created for this service, the payer is automatically selected as third-party payer. Be sure to select the third-party payer of your choice from the drop-down menu to properly use this feature
Shared automatic billing (Optional)
Prerequisites: activated the Automatic third-party payer option in order to be able to use this feature
When an invoice is created for this service, the invoice will automatically be split into sub-invoices. The first sub-invoice will be assigned to the third-party payer with the following configuration. The second sub-bill will be assigned to the patient along with the rest.
If you activate this feature, you will be offered two choices to split the invoice into sub-invoices by: Amount or Percentage (this parameter will be used to create the sub-invoice assigned to the third-party payer).