Record visits, charges, and visit documents

Use Visits to maintain the clinical and financial details of patient visits.

How to create a visit

1. Open Visits and select New visit.
2. Enter the patient, visit date and time, professional, specialty, and insurance where applicable.
3. Add the relevant clinical information and attachments.
4. Select Save or Accept.

How to add billable items and charges

1. Open a visit and select Services and products.
2. Choose Add service, Add product, or add a service pack when appropriate.
3. Select the available items and confirm the selection.
4. Select Manage rates and charge to review quantities, prices, taxes, discounts, payment method, amounts charged, and the pending amount.
5. Save the changes.

How to invoice or archive a visit

1. Open the visit from the Visits directory.
2. Select Create invoice to invoice it, or Archive visit to archive it without an invoice.
3. Use View invoice or Unarchive visit when those actions are available.

How to create visit documents

1. Open a visit and select Visit proof or Visit report.
2. Select Generate proof or Generate report.
3. Review the generated document, then use Download or Send as required.

Important information

An invoiced visit cannot be deleted until its invoice is deleted. Changing a visit specialty can delete the clinical data of that visit, as confirmed by the application. A visit can be archived without an invoice.

Troubleshooting

• If an item is not available, check whether it is compatible with the selected specialty or professional.
• If a report or proof cannot be sent, verify the patient and centre contact emails in the confirmation screen.

Related

• Manage patient records
• Create invoices and record expenses
• Manage services, products, and service packs