Billing Section

The Billing section of the episode will list any Estimates and Orders for the episode.  An episode can have multiple orders, depending on your hospital's workflow.  

Any charges added during the course of the episode will automatically go to the most recent Open order.  For example, if a lab has an accession fee that is billed automatically, it will go to the bill immediately.

The bill also drives other parts of the patient record.  Adding a vaccine or parasitic treatment to the bill will load the Medication section, where you can add inventory and labeling information for the product.

Open Orders

Open orders can still have changes applied if needed.  An order is opened in New status as soon as the episode is opened, so that any services or charges for the patient's visit can immediately be applied.  

To reach the Order Management Screen and manually add charges to the patient's bill, click on the Order number in the Type column.  This will load the Order Management Screen.  You must have the associated privileges to access this screen and begin applying charges.  For more information, see How to Add Items to an Order.

Status

Open Orders will appear in the statuses of New, Pending, Review, and Approved. 

Tax Exemptions

If your client has a known reason for a special tax exemption, such as the patient being a working K-9 police dog and your hospital has an agreement with the city to exempt taxes, you can manually apply the tax exemption from the patient record.  Click on the Tax Exemption button and select the taxes to exempt from the list.   

You will be prompted to include a comment explaining the reason for the tax exemption on the entire order.

Taxes can also be exempted on specific items from the Order Management screen.  Order items of certain classes, such as services, may be tax-exempt automatically so will not need additional adjustment.

Comments

Click on the pencil icon to add a comment to the entire order.

You will be given the option to Print Comment on Invoice.  If this is not checked, the comment will remain hidden and only available on the order management screen and patient record.

Right Click Options

Both the top of the order section and the right click menu contain the same options.  These options may be restricted depending on the individual privileges available to each user (e.g. if a user does not have access to the Cashier Screen, that option should not be available here.)

Closed Orders

Closed orders will continue to appear in the billing section.  At least one order must be open on an episode to continue applying charges.  If an order is closed prematurely, you can open a related order on the Order Management screen.  This will keep the original order number, but add a dash and an increment to the final number on the order.  

Estimates

If a patient has an estimate that was created on the Admission screen, this will also appear in the billing section of the patient record.  A patient can have multiple estimates, if their treatment plan changed during their visit (e.g. they were admitted for overnight observation after further evaluation.)

Estimates cannot have tax exemptions applied.  If an estimate is Accepted, this indicates the planned charges were discussed with the owner and they have agreed to the treatment plan discussed.