MyPractice
Smart Electronic Medical Records
MyPractice
Smart Electronic Medical Records
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 Groups
Service Types are grouped together when they are delivered together.
These groups are presented at billing time
Set up these groups after creating the service types below
- Move to the Services tab.
- Click on the top grey line to add a service group
- In the Pick column, select one of the 3 options:
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- All – All of the Service Types included in this group will be charged.
- One – you will pick one service from the list included in this group
- Many -you will pick one or more Service Types included in this group
4. Add Service Types to the service group by pressing the Services in Group button
5. Press [Finish] to save.
Service Types
Each billable item is called a Service Type
Fund: MOH service utilisation classifications. Use the drop-down menu to select the appropriate class.
Organisation: the party responsible for paying for the service
- If this Service Type is to be charged to the patient or their usual account holder, leave this field blank.
- If this Service Type is to be charged to a specific organisation such as a company, click in the Organisation column and type in the organisation name.
- Organisation type: e.g. Insurance Company or Employer. Select from the list (set up in the Organisation Types tab). Members of this type from your contact list will be displayed at billing time.
Invoice type: Some organisations or government departments require invoices to be in a particular format. These types are created in the Invoice Type tab
Rules: Certain information regarding the patient is required for some claims.
Duplicates: Warnings can be displayed when trying to invoice multiple times on the same day
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.
