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 Consultation Billing is used. This can be either the Provider or the Patient.
You can find the Precedence Rule in the User Preferences & Configuration inside the Invoices tab.
Click the Precedence Rule drop-down to select either Patient or Provider.
Precedence Rule - Provider
If the Provider is selected, invoices that have the selected user as the provider can have a default Schedule, Item, Fee Type, and Term that will 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 the Patient is selected for the Precedence Rule, the patient's invoice defaults will be used in place of the provider.
- Open the Patient Record
- Go to Details
- Open Settings
Please note that Account Payer can be selected, however Default Item cannot.
These will appear on an invoice as below. 
Consultation Billing
If Consultation Billing is enabled, default invoice preferences for either Patient or Provider can be shown on the Finalize Account Window after a consultation is finalized.
If the 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.
If you need further assistance please contact support on 1300 103 903 or email at support@medirecords.com
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