Before using Billing, you must set up Billable Items in the Admin Preferences. Here, you can create items and set their costs. You can also customise prices per test, which will automatically add billable items at the specified price when adding a test.
Video Steps
1. Admin > Preferences > Billing Codes
2. Setup Items here
3. Admin Preferences > Test/Order
4. Add to billing table
After setting up these items in Admin Preferences, these will be added automatically when adding a Test to a Referral. On the Referral Page, you can select who should be billed, and all items added will be billed to the selected party. When viewing the Billing tab of a referral, you can add extra items individually to the table that where not automatically assigned to be added. If necessary, you can manually add extra items to the Billing tab of a referral and edit their prices and billing information.
Note: You can either press View on a test from the Billing table to access billing for the test, or press Billing in the bottom right hand corner of the referral, to view billing for the whole referral.
Video Steps
1. Open Referral
2. Add Test
3. Save
4. View billing
In Manchester v2, you can add tests as usual. Any corresponding Billing items will be available in the v1 screens.
After adding Billed Items, the billed item must be Approved and Released. These items will be visible in Billing > Billing list. To create an invoice from the Billing List, select the items and use the actions dropdown. You can create an invoice for selected items or all items on the page. Once an invoice is created, it is viewable in Billing > Invoices, where you can print it from a previously created template.
Some sites have a plugin that automatically invoices and creates a report once a billed item is released.
Video Steps
1. Open Referral
2. Approve and release the items
3. Save
4. Go to Billing > Billed Items
5. Select the items you want
6. Actions > Create invoice
7. Enter details and save
8. Billing > Invoices to view
You can configure Billed Items to only be added to billing if the Sample Type matches the test’s triaged Sample Type.
For example, in the below video, the Chromosome Analysis test only adds the Sample Destruction charge when the Sample Type is ‘blood’. John Doe, who has a Bone Marrow sample, is not charged for Sample Destruction, while Mary Sue, who has a Blood sample, is charged.
When adding Billing Items to a Test, you can set a cost that will match the price if the test fails.
In the following video, John Doe is charged full price for the Chromosome Analysis test, but once the result is set to failed, the cost automatically adjusts based on the earlier entry. If no failed cost is set, the price will not adjust, as seen in the Video Example item
If an item is billed to a hospital, you can manually set its price via the organisation. This will automatically set the price when ordering the item. In this area, you can also tweak other organisation-specific settings for more customised billing.
In the below video, we set the price of billing item ‘Sample Store’ to an extortionate amount in Admin > Organisations for Mahroondah Hospital (the organisation).
Then, on the Lab Referral, we set the Bill To as Mahroondah Hospital (the linked facility).
View billing for the test, add Sample Store as something to be costed, and the price is updated.