![]() The “Payment” module in Instinct Invoice merely documents that the transaction has been processed elsewhere. * Non-Gravity Payment customers must process Credit/Debit card transactions using your facility’s card terminals. Method – Accepted Methods for non-Gravity Payment customers include Cash, Visa, Mastercard, American Express, Discover, Check, Care Credit, Insurance and Other.Type – Transaction Type, either Payment or Refund.Invoice – Drop down menu including all previous invoices for easy reference.Patient – Drop down menu including all patients associated with the client account.The Invoice tab of Payments is used for applying payments or refunds to a selected invoice for a selected patient under the owner’s account. To Record a payment, click ‘Payments’ at the bottom of the Account Ledger to open the Payments screen on the right. Hospitals using Gravity Payments will also want to review the ‘Payments Screen – Gravity Payments’ section below. Please note – this is a general overview of the Payments screen. We’ll explain why you may not want to use your existing Treatment Sheet Product Groups in just a minute. □ ProTip: Create separate ‘Invoice Groups’ that are specifically used for invoicing, such as a ‘Surgery Group Base’ or ‘Surgery – Fracture’ to include plates, anesthesia, etc. Head to the Invoice screen and search for any Invoice Product Group you’d like to use. Invoice Product Groups are designed to help your team quickly load custom Product Groups onto a patient’s invoice. For instance, if ‘IV fluids’ with an automatic charge is added to the invoice, the automatic charge would need to be added separately. It is also important to note that while you can add any item to the invoice directly, any associated automatic charges will not appear on the invoice unless entered separately. Please note that any items added directly to the Invoice do not impact current/scheduled treatments. This means if something is added directly to the invoice but is also scheduled and completed on the treatment sheet, both charges will then appear on the Invoice (they won’t cancel each other). Click the orange checkmark to add an item to the patient invoice or click the grey “x” to cancel. You can edit the Label, Quantity, Dr., and Price until the patient is Checked Out. ![]() To add items directly to a Patient Invoice, simply search by Product Name or PIMS ID. You can also add items directly to the Invoice, too!
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