How to capture an invoice

You are able to capture an invoice in 4 different ways:

1. Once an appointment has been finished and the user has clicked ‘check out’ from the ‘Waiting room’ a pop-up will appear asking you if you would like to complete the invoice for that appointment, click ‘Yes’.
2. On the ‘Accounts’ page, on the left menu, click ‘Capture invoice’.
3. On the ‘Accounts’ page, search for a specific patient. Once you have found the patient, click on the patient. The ‘Account Details’ page will open, select ‘Capture invoice’.
4. On the ‘Accounts’ page, on the right of the listed patients click on the quick menu (...)

How to capture an invoice

• From your preferred method click on ‘Capture invoice’.

• Select your invoice type, either cash or medical aid.

• Add the required information:

1. ‘Select patient’ - By entering a minimum of 3 characters, the system will start to search through your patients to link the invoice to
2. ‘Treating provider’ - Select the provider that you want to link to this invoice. If you change the provider after completing the invoice, note that all the invoice lines will be cleared.
3. ‘Date of service’ - Today's date will be added automatically.  
4. ‘Place of service’ - The default is ‘Consulting room’

• Enter the ‘Diagnosis code’. If your patient has multiple diagnoses, enter them all, separated by a semi-colon. If you know the code, you can enter it directly. If not, you can search by description or by code. Clicking on the search icon will open a ‘Diagnosis’ window.

• Once you have completed the diagnoses, you need to complete the invoicing information.
• Once all procedures have been added, click on ‘Submit’. (If this were a cash claim, the button will display ‘Save’).

NB - For Optoms an additional step is required to Link the script to the claim lines. The at  the end of the claim line is to add extra details, this will allow the user to link the patients' script to the correct procedure line.