Invoices billed to third parties can be scheduled to collate fees onto a single invoice for a specified period of time, such as weekly or monthly. This allows you to bill a third-party organisation with a regular bulk invoice that contains all the services you provided for the specific period, instead of having to send an individual invoice for each service.
An invoice schedule can collate fees for just a single patient or for multiple patients billed to one organisation. You can also configure exactly when the invoice schedule period starts.
Tip
Want to automate your invoicing process completely? Set up automatic invoice emails and you’ll never forget to send an invoice!
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Go to the patient profile and click the Funding tab.
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Under Claims & Referrals section, click the
Expand icon for the relevant funder, then click the
Edit icon.
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In the pop-up, configure these settings:
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Paying organisation: Select the organisation that will be billed for this claim.
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Schedule: Enter the name of your desired schedule. (Note: You may create your own invoice schedule in this field.)
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Payer: Set to either of the following.
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Organisation (existing invoice, same patient): one invoice for a single patient
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Organisation (existing invoice, any patient): one invoice for multiple patients
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Click Save.
Whenever you process a claim for this patient under this funder, the invoice schedule you set here will apply.
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Click Finances > Fees, then click the Funders tab.
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In the list, click the funder you wish to edit.
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Under the Payment Details section, configure the following:
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Payer: Set to either of the following.
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Organisation (existing invoice, same patient): one invoice for a single patient
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Organisation (existing invoice, any patient): one invoice for multiple patients
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Paying organisation: Select the organisation that will be billed for this claim.
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Invoice Schedule: Enter or look up the name of your desired schedule. (Note: You may create your own invoice schedule in this field.)
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Click Save.
Whenever you process a claim for any patient for fees under this funder, the invoice schedule you set here will apply.
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Click Contacts > Organisations.
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In this list, click the organisation you wish to edit.
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Under the Invoices section, in the Invoice Schedule block, click the
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Enter the name of your desired schedule. (Note: You may create your own invoice schedule in this field.)
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Click Save.
Whenever you process a claim for any patient where this organisation is billed, the invoice schedule you set here will apply.
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If you need to create different invoice schedules, follow the steps below.
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Click Finances > Fees > Invoice Schedules.
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Click Add Schedule.
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In the Add Invoice Schedule pop-up, enter your settings:
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Lookup (optional): If you want to create a modified version of an existing schedule, enter the Schedule name to import it.
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Name: Enter a name for your new invoice schedule.
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Invoice every: Enter the period frequency for the schedule – daily, weekly or monthly
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On: Enter the day each period starts. (This option is available only for weekly and monthly frequencies.)
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Click Save.
Alternatively, you can create invoice schedules easily in the setup processes.
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