Once a patient has completed their consultation, they will need to move from With Provider to At Billing so that their visit can be finalised and invoiced.
To move the patient to At Billing, click the Patient Name to reveal a list of options for the appointment.
Click Billing to move the patient to At Billing.
The patient will be moved to the At Billing section of your Waiting Room.
To finalise the consultation and invoice the patient, click the Patient Name to reveal a list of options for the appointment.
Click Bill to create an invoice for the consultation.
Select New Invoice and a pre-populated with the Patient Name and Provider Name will appear.
Fill in the invoice with the required details, including Bill To, Schedule, and Item Number, and process payment.
If the patient was moved to At Billing by mistake, the patient can easily be moved back to With Doctor.
- To move the patient back to With Doctor, click the Patient Name to reveal a list of options for the appointment.
- Click Doctor to move the patient back to With Doctor.
- The patient will be moved back to With Provider.
- To move the patient back to the Waiting Room, click the Patient's Name to reveal a list of options for the appointment.
- Click Waiting Room to reveal the list of providers' Waiting Rooms.
Click the Name of the Provider to select which Waiting Room to move the patient to.
The patient will be moved to the selected provider's Waiting Room.
To view the patient record, click the Patient's Name to reveal a list of options for the appointment.
Click Patient Details to view patient records.
This will open the MediRecords patient record belonging to that patient.
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