Assistant Billing - Invoicing

Assistant Billing Invoices can be generated in the same method as that of creating Invoices, 

1. Go to Patients and select/search the required patient.
2. Select Invoices and Credits from the menu.
3. Select New Invoice Button.
4. Select the most relevant option:
   1. Guarantor - Assistant Billing supports Invoicing for all types of Health Funds
   2. Service / Account Provider (If the configuration: Always the service provider for their own accounts is set on Provider details CareRight skips the confirmation steps when a new Invoice is created. Please refer to Add a new medical provider in the system admin guide.)- For Assistance BIlling, the account provider should not be the Hospital Provider.
   3. Service Location - Assistance billing service location should be an Inpatient Service Location
5. Select the New Invoice button.
6. If a Referral is required for the service, select the Referral details.
   1. When selecting a referral during invoice creation, select Show Expired to include expired referrals in the listing.
7. In Line Item, Select the Procedure Item numbers.
8. Apply Multiple Procedure Rule if required.
   1. If more than one Procedure Items are billing together, the Multiple Procedure Rule allows the system to apply 100%  of the First Item, 50% of the second Item, 25% of third Item etc...
   2. Click Apply MPR if this needs to be applied
9. Add Assistant Items.
   1. Two different types of assistant items can be configured in CareRight, 
      1. Fixed-Rate Assistant Item  - Fixed fee for specific procedures
      2. Derived Rate Assistant Item - Percentage of procedure items  as the derived fee
10. For any Assistant items, An additional field Assistant Practitioner will appear, select the assistant surgeon from the drop-down.
11. The description field will be auto-populated with the information on Assistant Practitioner and Procedure Item Numbers billing for. 
12. Click on Add line Item to Invoice button.
    1. If the Assistant Item number is configured as a Fixed-rate assistant Item, then the fixed charge will be added with the other procedure line  items.
    2. If the Assistant item is configured as the Derived rate assistant Item, then a percentage of total procedure line items will be added.
13. Once all items are added, select Create Invoice button.
14. An invoice will be created.

Additional note:

a. If you are billing as the assistant, "S" is added to  Assistance item number, and it overrides any other procedure items by calculating the item as a derived price based on the assistance item. For example: 51300S
b. If you are billing on behalf of the assistant, no "S" is added to the Assistance item number, and the item is calculated as a derived price, being added to the list of items on the invoice. For example: 51300

Please refer to Surgical Assistant Items - Configuration in the system admin guide for instructions on how to configure Surgical Item numbers in CareRight.