Invoicing 

Types of Invoices

There are 5 major types of invoices that can be raised in CareRight.

• Medicare Bulk Bill or DVA
• Heath Fund
• Private
• Other – 3rd Party
• In Hospital Claims

Raising an Invoice

1. Go to Patients and select/search the required patient.
2. Select Invoices and Credits from the menu.
3. Select New Invoice button.
4. Fill in all details regarding Guarantor, Service Location & Provider.
5. Select New Invoice button.
6. If a Referral is required for the service, select the Referral details.
7. Update any other details as required.
8. Select Create Invoice, the Invoice screen will display.
9. Scroll down to the New Line items section.
10. Select the Item Number from the Drop down.
11. Select Add line item to Invoice (this will populate the line items section).
    1. For additional line items, repeat the process (steps 10 & 11).
12. Once all items are added, select Create Invoice button.
    1. Invoice will be created.

Once an invoice has been created you can:

• Edit
• Reverse
• Pay in Full
• Pay Out Of Pocket
• Print
• Claim

These buttons are displayed under the patient banner on the Invoice screen:

Paying in Full 

1. From the Patient record, select the invoice to be paid in full.
2. Select the Pay in Full button (at the top of the page, under the patient banner)
   1. The Payment screen will display
3. In the Transaction section, select the Method of payment and amount
4. If the payment is being made by multiple methods (e.g., credit card & cash), select the Advanced button
   1. This allow a split payment to be entered. 
5. Select Add Transaction to Receipt.
6. Once all payment methods are entered, select Create Receipt or Receipt and Claim button.

Pay Out Of Pocket

1. From the Patient record, select the invoice to pay out of pocket on.
2. Select the Pay Out Of Pocket button (at the top of the page, under the patient banner).
   1. The Payment screen will display.
3. In the Transaction section, select the Method of payment and amount.
4. If the payment is being made by multiple methods (e.g., credit card & cash) select the Advanced button.
   1. This allow a split payment to be entered. 
5. Select Add Transaction to Receipt.
6. Once all payment methods are entered, select Create Receipt or Receipt and Claim button.

Claim an Invoice

1. From the Patient record, select the invoice to pay out of pocket expenses on.
2. Select the Claim button (at the top of the page, under the patient banner).
   1. This will display the Claims screen.
3. Select Patient Claim Interactive button.
4. Fill in any relevant details, select Next button.

Printing a Receipt

1. From the Patient record.
2. Select Invoices and Credits.
3. Select the Show button next to the Receipt.
   1. The Receipt will display.
4. Select the Print button (at the top of the page, under the patient banner).
   1. The Receipt will either auto print or download for printing depending on your settings. 

Printing an Invoice

1. From the Patient record.
2. Select Invoices and Credits.
3. Select the Show button next to the Invoice.
   1. The invoice will display.
4. Select the Print button (at the top of the page, under the patient banner).
   1. The Invoice will either auto print or download for printing depending on your settings. 

Please Note: There are 3 templates in CR for Invoices, these caters for 1 page (approx. 9 items) , 2 pages (approx. 20 Items) & 3 pages (approx. 29 items). If you need to bill more than 29 items, then we recommend you split your billing across multiple invoices.