Invoice Screen Enhancements

 

Location

Update 1: If an invoice has been created under the incorrect location, the location can be edited on the invoice

> Click the drop-down arrow icon on the ‘Location of Service’ and choose the correct location from the list of existing practice locations

Referral

Update 2: Referral, if there are no referral in the patient’s file, the status will default to ‘Not Required’ within the invoice

> To change this option, click the provided drop-down arrow and select the relevant ‘Status’ from the list provided

> If a referral applies, the default status is ‘Provided’ and the most recent valid referral will display within the invoice

Update 3: Click ‘Previous or ‘Next’ to view and/or change the available valid referrals for this patient on the invoice

Update 4: If an existing referrer or referral requires changes/edits

> Click the referrers name


> Complete the relevant mandatory * details 
Please note;
> If the provider number is incorrect Clinic to Cloud will provide an error and you will not be able to save the referrer information
> This screen only provides the mandatory options, if you wish to update more information on this referrer, go to the ‘Contacts’ tab on the scheduler to edit further


> Click ‘Update’ to complete/save or ‘Cancel’ if changes/edits are no longer required

Update 5: If a referral is required but has not been added to the patients file, Click the ‘plus icon’ to add

> Type the name of the referrer from your existing contacts list to search

> Click the ‘plus icon’ to add a new referrer if they don’t already exist in your contact list

> Complete the relevant mandatory * fields
Please note;
> If the provider number is incorrect you will not be able to save the referrer information
> This screen only provides the mandatory options, if you wish to update more information on this referrer, go to the ‘Contacts’ tab on the scheduler to edit further


> Click the X icon to return to the previous screen

> Click ‘Add’ to complete/save or ‘Cancel’ if information is no longer required

Item Numbers

Update 6: Enhanced item number search, start by typing your billing item into the search bar, a list of items relevant to the details entered will drop down

> Use the scroll bar to find your item and click the relevant item to it add to the invoice




Update 7: Search via description is now located on the invoice screen

> Click ‘Search by Description’ to find an item number by its description

 

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