Precedence Rule - Adding Invoice Defaults
This article will cover how to set invoice defaults through the Precedence Rule and how these defaults will appear in Medirecords.
The Precedence Rule determines which default invoice data will appear when a new invoice or quote is generated, or when Finalize Account is used. This can be either the Provider or Patient.
The Precedence Rule is set within User Preferences & Configuration, in the Invoices tab.
Click the Drop-down for Precedence Rule to select either Patient or Provider.
Precedence Rule - Provider
If Provider is selected, invoices that have the selected user as the provider can have a default Schedule, Item, and Item Fee Type appear on an invoice automatically. These are managed within the Preferences and Configuration - Invoices tab.
They will appear on an invoice as below. Note that Bill To will need to be entered manually.
Precedence Rule - Patient
If Patient is selected for the Precedence Rule, the patient's invoice defaults will be used in place of the provider. Patient Invoice Defaults are located in the Settings section of the Details tab in the Patient Record. Note that Account Payer can be selected, however Default Item cannot.
These will appear on an invoice as below.
Finalize Account
If
Finalize Account is enabled, default invoice preferences for either
Patient or
Provider can be shown on the Finalize Account Window after a consultation is finalized.
If Derive Default Item is selected within Invoices in User Preferences, an MBS item associated with the Duration and Time of Day of the consultation will be added automatically.
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