Invoicing options
Voiding invoices
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Right-click a sale and select Void invoice.
In the confirm operation dialog box, do one of the following:
Click Yes. All patient payments and credits will be unapplied, and patient write-offs applied to the sale deleted.
Click No to cancel the void.
Writing off invoices
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Right-click an open sale allocated to a patient, indicated by a warning icon within the Debit column, and select Write off.
On the Create credit screen, enter the write off amount in the Credit amount field beside the desired item.
To save the change, click out of the cell, or click Enter on the keyboard.
Click Create.
The Write off option is only enabled on open invoices with a non-zero balance.
Viewing transaction history
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Right-click an item and select Transaction history.
Editing prescriber/fitter details
Presciber and fitter information is only available on hearing aid sales.
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Right-click a hearing aid sale and select Prescriber/fitter details.
Click into the Prescriber and/or Fitter field across from the desired hearing aid to select a different name from the drop-down menu.
Click Update.
Printing invoices
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Right-click an item and select Print.
Generating HCFA 1500 Form (United States)
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Right-click a sale and select Prepare HCFA.
In the prepare claim dialog box, review the following:
Provider selected on the claim and change if necessary. The NPI and EIN will populate if provided under the provider's profile.
3p payer, Payer ID, Authorization #, and Insured fields. All 3p payers, who are not managed care, on the patient file will be selected.
ICD-10 codes. These pull in based on the ICD-10 codes used on the patient's last audiogram. Click the edit icon to add additional codes.
Items selected from the sale, CPT codes, Modifiers, Diagnosis pointers, and price.
Click Generate HCFA.
Complete insurance information in the patient's 3p payers tab must be present, along with a provider specified on the invoice, for the Prepare HCFA panel to open.
Click Archive to save the document in the patient's Document tab. When saving changes to an editable PDF, choose one of the following options in the Editable form options dialog box:
Yes, allow future editing. Editable PDF documents are indicated with a green PDF icon and can be opened for editing by double-clicking on the document.
No, lock the form now. Locked documents are indicated with the standard red PDF icon.
Cancel.
The category of the document is automatically set to Insurance claim, and the description is automatically filled with the invoice number. Optionally, select a status for the claim form, and check display in audiology this form in the patient audiology tab.
Generating insurance claim forms (Canada)
The following insurance claims forms are available in the patient's Sales history tab:
DVA/VAC
NIHB
ADP
NIHL Trial Period
NIHL Assessment
NIHL Rehabilitation
WCB AB C659
WCB AB C660
WCB AB C972
AADL FM Validation Certificate
AADL FM Service Certificate
AADL HA Validation Certificate
AADL Repair/Earmold Service Certificate
WCB BC 51D12
The following insurance claim forms are available by right-clicking an assessment date in the patient's Audiology tab.
COSI
WCB AB C662
WCB BC 83D73
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Right-click a sale, and select the desired claim form.
Part, or all, of the sale must be allocated to the particular insurer in order to generate the corresponding claim form. See: Allocating costs between the patient and insurers for more information.
Searching on item name and Txn ID
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Click on a transaction and begin typing all (or part) of the desired text or Txn ID search string. The search will jump to the first matching entry.
The wildcard (*) character may be used to match any sequence of characters.
Use the up and down arrow keys to navigate through the list of matches.