MediRecords Invoice Types

MediRecords Invoice Types

There are three MediRecords invoice types:

1. Standard Invoice
2. In-Patient Invoice
3. Multi-patient Invoice

Each of these types can also be split into two sub-categories; With Tax and Without Tax. Each of these types are explained below, along with examples.

1. Standard Invoice:

A Standard Invoice is available for private and non-private billing, and can include both GST and GST Free items. Standard Invoices are used for all out-patient services.

Standard Invoices can be created from the Appointment Book, Accounts tab in a Patient Record, Sales/ Debtors screen, and Waiting Room:

As below, these invoices can include GST and Non-GST items. If the invoice is being processed as a claim, e.g BB, DVA, PCI/PCS, only the rebate eligible items will be transmitted as part of the claim.

Required fields will include:

1. Patient Name (Auto completed if created from appointment book, patient accounts tab, or waiting room)
2. Billing Provider
3. Bill to (Patient, Head of Family, Contact (Other), Medicare, or DVA)
4. Schedule
5. Service Date
6. Item Code

Standard Invoices with GST and Non-GST items will be printed on the one invoice template:

*NOTE: In the above example, only item 23 would be transmitted to Medicare.

2. In-Patient Invoice 

An In-Patient Invoice is to be used for services performed for patients that are in hospital and, as with all MediRecords invoice types, can include both GST and Non-GST items.

In-Patient Invoices can be created from the Accounts tab of a patient's record, or the Sales/ Debtors screen.

As this invoice is designed for in-hospital services, additional information will be required to process these invoices including:

1. Patient Name (Auto completed if created from appointment book, patient accounts tab, or waiting room)
2. Billing Provider
3. Bill to (Patient or ECLIPSE Health Fund)
4. Claim Type
5. Referral
6. Facility
7. Financial Consent
8. Admission Date
9. Financial Interest Disclosed (Checkbox)
10. Service Date
11. Item Code/s

*NOTE: If the In-Patient Invoice is being processed as a Patient Claim, upfront payment will be required. If the invoice is being processed as an ECLIPSE claim (Agreement (AG) or Scheme (SC)), the Bill To must be set to the patient's Health Fund, and the Claim Type must be set to AG or SC.
Users require both Specialist subscriptions AND PKI certificates to access this feature

3. Multi-Patient Invoice:

A Multi-Patient Invoice is available for billing multiple patients at the same time for identical item codes and service dates. This feature is only available for billing to Medicare or DVA.

This invoice type can be created from the Sales/Debtors page or Patient List:

Sales/ Debtors:

1. Navigate to the Sales screen (Accounts, Sales). Select New Invoice, followed by New Multi-Patient Invoice

2. Search for and select the patients you would like to add to the invoice

3. Once you have added all relevant patients, the invoice can be submitted as a claim to Medicare or DVA only. 

Patient List:

1. Select Patients tab at the top of your MediRecords screen:

2. Select the Select All Checkbox, followed by More and Create Multi-Patient Invoice:

3. All selected patients will be added to the invoice. You can then select the Information Icon to run an OPV Check. Information highlighted in GREEN is valid, while details highlighted in RED are invalid and may require updating before processing the invoice:

You've completed another MediRecords Tutorial. You will now have an understanding of the different invoice types that can be created out of MediRecords and their purposes. Not what you're looking for? Head back to the support home page.

If you require urgent assistance contact MediRecords Support on 1300 103 903 during business hours or email us at support@medirecords.com.