Managing your Clinic's Billing Transactions
Billing Transactions Transactions Management Transactions management refers firstly to the list of patients who are inside the clinic and have current encounters. Users can view the transaction by filters per staff and status, as well as delete encounters, Read, Update, and Delete queue trail, and end encounter. Steps to Manage Transactions:Few readersManaging your Clinic's Invoice and Payments
Invoicing and Payments refer to the payment transactions of clinics as well commissions and coverages. Users can Create, Read, and Update invoices, Create, Read, Update, and Delete coverages and commissions, view payment history, and print receipts. You can watch the Comprehensive Video or Follow the steps below: Video Steps Management of Invoice To CRU(Create, Read, Update) an invoice: Click the patient’sFew readersTracking your Clinic's Billing Adjustments
This section is for cases in which payments need to voided or products need to be returned. You can watch the video or follow the steps below: Video Steps To void a payment entry, users must go to Menu Billing >Reports Daily Census. Click which payment transaction to be voided. User will be redirected to the invoicFew readersViewing and Exporting your Clinic’s Billing Reports
Billing Billing Reports This section is where users can see the transaction reports per chosen date range. Total Sales The first report that users will see is the Total Sales. This is where a summary of all the clinic transactions can be found composed of sales, expenses, number of patients, and total amount of payments per payment method. Users can filter the view by clicking the date field found on the upper left corner of the page (https://storage.crisp.chat/users/helpdeskFew readersHow to Generate, Sell, Print, and Pay using Gift Certificates
Generating Gift Certificates Selling and Printing GC Code In Settings, you should see that the GC Code says GIVEN. Pay using Gift Certificates In Settings, you should see that the GC Code says USED.Few readersCan I add different payment methods?
Configuring payment methods Add payment methods in CASH, CARD, CHECK, or OTHER categories. This way, you can easily track sales form each account type. Go to Settings Billing/POS Payment Methods, add a new payment method by clicking Add Payment Method. Fill out the necessary information and click SAVE when done. (https://storage.crisp.chat/users/helpdesk/website/8372c544cf3dFew readersHow do I add taxes?
Adding Taxes If your clinic is strict about specific taxes in the bill, here's how you add them up. You can watch the Video or follow the steps below: Video Steps Go to SETTINGS BILLING/POS TAXES. Add a tax type by clicking "+" Button on the right side of the panel. Fill out the necessary details for your new tax type anFew readersHow do I add the price for my clinic services?
Adding a clinic service At the end of the day, it's good to know the total number of consultations, laboratory, or imaging services you performed and their corresponding values. Here's a tutorial on how to add a clinic service with pricing adjustments for Government Insurance, HMOs, Corporate Partners, and doctor commission. Go to SETTINGS BILLING/POS SERVICES. Select Add Service on the upper right. (https://storage.crisp.chat/users/helpdesk/website/8372c544cf3da000/imageFew readersIs there a way to add billing discounts?
Adding Discounts Student discount? Senior citizen discount? Less 25% on the bill for your clinic employees? How about 5,000 off all your laboratory services for VIP patients? This is a plus for clinics who are interested to get more returning patients. Here's how to to add different types of discounts. You can watch the Video or follow the steps below Video Steps Go to SETTINGS BILLING/POS DISCOUNTS. Select AFew readersHow to Add Expenses
Adding Expenses Deducting daily expenses from your total sales? Add them up to update your sales report! Watch the Video or follow the steps below to know how: Video Steps Go to Nav Bar Billing Expenses. Add an expense by clicking the "+" button on the top right. Complete the necessary details and click SAVE when done. (https://stFew readers