Accessing Patient Invoices & Credits
How do I see a patient's entire billing history, across all their accounts from all providers
Sometimes it is useful to see a complete list of what a patient has been billed for. Although you can look at the Details view of a patient account to see the items that have been invoiced, the view is limited to that single account and sometimes you need to see everything for the patient, across multiple accounts.
To access the Invoices & Credits screen against a Patient Record
- Search for a patient.
- Click Show.
- In the Main Menu, click Invoices & Credits.
- This will redirect to the default landing tab -TODAY, with the warning message if there any unpaid invoices prior to date.
Interface
The Invoices & Credits screen has the following tabs (these display in the Patient Banner):
- TODAY
- UNPAID
- ESTIMATES
- INVOICES
- RECEIPTS
- HISTORY - The 'HISTORY' tab of this window will show each individual item on those invoices, but will also show every reversal and receipt.
From the Invoices and Credits screen, the user can perform the following actions. (Only from TODAY, UNPAID, INVOICES, RECEIPTS, HISTORY tabs, not from ESTIMATES )
- Raise an Invoice (New Invoice button)
- Take a deposit (New Deposit button)
- Take payment from a Patient (Payment from the Patient button)
- Take payment from a Guarantor (Payment from Guarantor button)
- Print Invoices/ Receipts (Print selected button)
| Tabs | Description |
| TODAY | If there are unallocated Receipts a warning message will display on the Today screen. The Today screen will summarise:
From here you can review all information and easily print all data(Print selected button). |
UNPAID | The unpaid sub-menu displays the following information:
From here you can review, allocate and refund. |
ESTIMATES | All the estimates against any accounts for the patient will be listed here. See Estimate from Patient Account. This
|
INVOICES | This is an overall summary displaying All Invoices raised in any status.
|
| Receipts | This tab will list all the receipts taken in this patient's different accounts.
|
| History | This tab lists all the billing history for this patient, in all accounts. Note: This tab is only available if the Global Setting 'Show Enhanced Billing Activity details' is set. This screen displays Billing Activity Information as it would be in the Ledger report. It is a line by line transactions. |
Invoices and Credits - Location-Based View
The Invoices and Credits tab will provide details of payments that have not been received by patients or the remaining amounts of credits which have been received.
From the CareRight dashboard:
- Select Location from Dashboard.
- Select the relevant location.
- In the Main Menu, click Invoices & Credits.
- The Invoices & Credits screen will display with the following available tabs in the banner:
- Private Unpaid Invoices
- Fund 3rd Parties Unpaid Invoices
- Medicare DVA Unpaid Invoices
- Unallocated Credits
- At this point, you can:
- View the Unpaid Invoices by selecting the Invoice Number.
- Allocate credits by selecting the Allocate button from Unallocated Credits View
- View unallocated credits by selecting the Show button
- Select Reallocate or Reverse.
Interface
