2. Complete the necessary details in the New In-Patient Invoice form. In this example, we are creating an In-Patient Invoice and billing to the Patient. Click Print if the patient requests a copy of the invoice.
Insert payment or partial payment against the invoice
1. Navigate to Accounts > Payments > New Payment.
2. Complete the necessary details in the New Payment form.
a) Enter the amount the patient is paying
b) Enter the mode of payment
c) Enter the amount the patient is paying
d) Select the invoice you are inserting the payment against
e) Click Allocate
f) Click Payment
*Another tab will open showing the invoice payment in a PDF file.
3. Keep track of how much is outstanding by viewing the Owing column of the Invoice, and review payment history by expanding the invoice details with the drop down arrow.
To create the Final Payment, open the invoice then click Quick Pay or More Pay.
Ensure that the Online Patient Claiming tick box is ticked and click on Pay and Claim.
4. The invoice is now ready to claim from Accounts > Claiming > Unclaimed.
*NOTE: This process applies to all claiming scenarios such as:
- New Invoice > Bill to Patient > Patient Claim
- New Inpatient Invoice > Bill to Health Fund > IMC Claim
- New Inpatient Invoice > Bill to Patient > IMC Patient Claim