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💰Direct Billing

  • Go to Billing (Side Nav) adn Select Billing.
Example

  • Billing screen​

    • For Existing Patients​

      • Search Bar: Search Patient Name/ Phine Number/ UHID and select the patient from the list.
      • A screen with Patient Details (Patient Name/Address/UHID/Age/Gender/Phone No.,/Patient status:Inpatient/Outpatient).
      • For surgery scheduled patients: extra details such as Scheduled date/IP number/Scheduled Status(Pending/Confirmed).
      • Billing Action Buttons Below the patient details, the screen presents a series of clearly labeled buttons for billing operations:
        • New Bill: Creates a fresh bill for the patient’s treatment or visit.
        • Estimate Bill: Prepares an estimated bill providing a cost projection for the planned procedures.
        • Insurance Claim Bill: Used to generate a bill format suitable for insurance claim processing.
        • Surgery Final Bill: Generates the final consolidated bill after surgery has been completed.
          • Contains auto-filled extra rows such as Insurance Amount, Insurance Co-pay amount,Advance Amount, Pending Amount, Co-Pay Payment Status, Total Surgery Amount.
        • Back: Returns the user to the previous screen.

    • For Existing/New patients/External Customer​

      • Click New Bill button below the search Bar.
      • Billing screen appears.
      • Enter/Search Patient Name.
      • For existing Patients: UHID, Phone Number and Address will be auto-filled.
      • Clinic Details with Name and Phone Number.
      • Payment Status: Paid/Not Paid/Free.
      • Payment Method: Select Payment Method from drop-down list (Cash/Card/Online/Free/Split).
      • Bill Type: Select Bill Type (Bill or Surgery).
      • Doctor Name: Select the consulting doctor from the dropdown.

      • Billing Details​

        • Search for and add procedures, investigations, or consultation fees.
        • Quantity: Cannot be edited.
        • Type: Select the type from drop-down list (Consultation/Consumables/Investigaion/Others/Procedures).
        • Price: Enter the price for the service.
        • Discount Type: Choose the discount type (Flat/%).
        • Discount Amount: Enter the discount value.
        • CGST/SGST: Enter CGST and SGST percentages if applicable
        • Total: The total will be auto-calculated based on price, discount, and taxes.

      • Bill Summary Section​

        • Gross Amount: Original amount before any discount.
        • Discount Amount: Total discount applied.
        • SGST / CGST Amount: Tax values applied.
        • Net Amount: Amount after applying discount and taxes.
        • Discount/Excess Amount: Adjustments if any.
        • Grand Total: Final amount to be paid by the patient.

  • Notes​

    • This section allows users to enter any custom notes for the bill.

  • Action Buttons​

    • âž• Button at the right of the row to add New Items to the list.
    • 🗑 Button at the left of the row to delete the corresponding entry.
    • Print Bill: Click Print Bill Button at the bottom right of the screen to Generate the Bill.
tip

Generated Bills are listed in the Bill List (Clinic Bill List).