Select Account setup from the Accounts Menu
Payments for Services can have multiple contributors. e.g. Health Benefits as well as the patient may pay towards a consultation.
Each of these Service Types can have different fees depending on rules based on eligibility rules. These include age and capitation status.
Each service type can be paid by different parties.
Each consultation or visit often results in multiple invoices
Service Types are grouped together when they are delivered together.
These groups are presented at billing time
4. Add Service Types to the service group by pressing the Services in Group button
5. Press [Finish] to save.
Class: If you would like to report on a group of related services, enter a group name in this column e.g. supplies
Payee: The payee receives the payment for this service.
In their staff details, every practitioner “works for” a business. When the Payee column is blank, the payments for the service are automatically assigned to the practitioner’s business.
If the payment should be made to a different account, use the drop-down list to select that account. For example, if all fees for a flu vaccination need to be diverted to the Practice Account, you would select Practice Account in this column.
When multiple fees exist for any service type, rules will need to be set up so that only one fee will apply to any one patient
1. To create the rule, click the [+] on the left of the fee row.
2. Click on the grey row to add a rule
The third and fourth fields are where you enter the value that the rule is to recognize. If you select any of the Between options, you must enter a range
|Choose the Service Type from the pop-up window
|Enter the GST exclusive price; OR
|Enter the GST inclusive price
|Enter an optional reference code
|The default quantity for this item
|Select the way fees will be calculated. Usually, this will be by “Unit”, so the fee applies once per “unit” of Service Type added to the invoice. Other options will allow you to set the fee per hour etc.
|Tick this box so that a user can view and confirm the fee when creating an invoice.
|Enter the tax code. It is usually “S” (Standard GST Rate)