Before using the Billing module, you must set up Billable Items in the Administration Preferences.
Create Items and Set Costs:
Customise Prices per Test:
Video Steps
1. Administration > Preferences > Billing Codes
2. Setup items here
3. Administration > Preferences > Tests/Orders
4. Add to billing table
After setting up billable items in Administration > Preferences, these items will be automatically added when a test is added to a referral.
Billing process on the Referral page
Note: You can either press View on a test from the Billing table to access billing for that specific test, or press Billing in the bottom right corner of the referral to view billing for the whole referral.
Video Steps
1. Open Referral
2. Add Tests
3. Save
4. View billing
5. Close the tab
6. Click view on a single row in the billing table
In Manchester v2, you can add tests as usual. Any corresponding Billing items will be available in the v1 screens.
Video Steps
1. Double click a referral on the Review List screen
2. Add a test
3. Click the v1 link
4. Click within the billing table
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 > Billing List
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 charged for sample destruction 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 specific cost for if the test fails.
In the following video, Hank Marvin is initially charged the full price for the chromosome analysis test. Once the result is marked as failed, the cost automatically adjusts based on the previously set failed cost. If no failed cost is specified, the price remains unchanged.
Video Steps
1. Navigate to Admininistration > Preferences > Tests/Orders
2. Click View on Chromosome Analysis
3. Scroll down to the Billing Details table
4. Add a value in the Failed Cost column
5. Save
6. Navigate to a laboratory referral with a chromosome analysis test
7. Click Setup
8. Click Results
9. Scroll down, then check Test Failed
10. Save
11. Navigate back to the laboratory referral
12. Note the change in cost
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.
Video Steps
1. Navigate to Administration > Organisation
2. Search for the organisation on the laboratory referral
3. Add a row and cost to the Billing Codes table
4. Save
5. Navigate to the laboratory referral
6. Scroll down to the billing area
7. View the test to ensure that the test is the same as the one added on the organisation screen
8. Close the tab
9. Change the Bill To value to the organisation, and observe the change in price