Generate an invoice from the client list
This process is to create a standard invoice.
Step 1 - Navigate to the client list
Step 2 - Select a client from the client list
Step 3 - Now select 'Invoicing' and 'Create Invoice'
Step 4 - First Select your invoice options
Leave this option as 'No' when creating a standard invoice
This option is for Medicare Online Claiming
Practitioners can edit the layout of their invoices to suit their needs. By selecting predefined templates.
You can create a template for multiple service types to appear on the invoice automatically
The recipient of the invoice, who you are billing this invoice to. The recipient may be the client, Insurer, Employer, Referrer, Medicare or site.
Step 5 - Enter the Consultation Information
Date of Consultation
Date the consultation took place.
Different practitioners may have different contact types and want to record this. coreplus allows practitioners to select the contact type weather it be face to face, Phone call or email etc.
The length of the consultation.
The site that the consultation took place. Information on how sites can be added and managed can be found here.
The provider number of the practitioner that took care of the invoice. Information on how provider numbers are entered can be found here.
Link to Calendar Appointment
Appointments and invoices can be linked together to help with managing your practice. All appointments created for a client that have not had an invoice attached to them, will be displayed in this list.
Allocate to referral
If you have activated Client Multidisciplinary, you now have the option to select the referral that is connected to this invoice. Mostly used for Medicare purposes
Step 6 - Enter your billable Items 'Service Types'
- You need to add service types first, so you can select them when billing the client
- You can select 'Add Service' to add more than one service type
- If you need to take payment select either the $ symbol or 'Auto Assign'
Note: The "Payment/Auto Assign" button is to take payment for the invoice total.
Step 7 - Select 'Save Invoice'
NOTE: Referral Information is the referral information that will automatically appear when you select a referral in the 'Allocate to Referral' drop down menu. This is most commonly used for Medicare Claims
James Hogan -