Billing
Total uninvoiced:
An invoice is yet to be generated for the total payment amount.
Total invoiced:
The total amount of the bill for which the invoice has been generated.
Total paid:
The total amount has been paid towards an invoiced bill.
Total credit:
The credit amount from insurance and claims credited to the account.
Total:
Total amount to be paid and paid.
Batch invoice:
A batch invoice is where we can create invoices grouped. Example: When we raise an insurance claim, we can batch them under one name and make all claims simultaneously.
Click on batch invoice:
Then click Create batch, where you can choose the necessary option for insurance or use the patient ID as shown below.
Once entered, click on save to save it under a name. You can click on it and make a claim all together whenever required.
Add Credit:
You can choose the option whichever is opt to generate the invoice.
The credit has been added up to the account.
Add invoice:
Please click on add an invoice to generate an invoice for a patient.
Select the patient and necessary details.
All details must be filled in on adding an invoice to proceed to the next step.
We need to fill out the service and class details here to pay or save the invoice.
As shown above, the invoice will be created and added to the list.
The credit amount and the amount to be paid will be listed in the billing section.
The invoice number will be the default number starting with 1.
If not paid, the amount will be displayed as overdue. If paid, the status will be shown as paid.
Invoice can also be generated from patient information :
1. Appointment has been generated.
2. Mark appointment as complete:
3. Mark the appointment as complete, and click on more options:
4. Click on Add an invoice to create an invoice:
5. Fill in the necessary information and click on save to create an invoice:
The invoice will be saved, and you can view on the list.
Invoice generated. We can view or edit the invoice to pay for it.
We can also update the invoice, add service, edit cost, or provide concessions.
We can either pay a partial or total amount. For example, here, we try a partial amount.
The status once partially will be paid as partially, and the outstanding balance will be shown on the page:
Once paid, the status will be updated as paid, and the outstanding balance will be 0.
The payment history with the amount and payment mode will be displayed on the same page:
From the settings options on the patient invoice row, you can choose multiple options:
1. Under preview option:
The details of the patient invoice will be previewed.
2. Under email option:
The invoice can be emailed from the organisation to either the client or payee email.
3. Under print option: We can print the invoice.
4. Under lock, the invoice will be locked. We can only edit or delete the invoice once it is unlocked. We can lock and unlock with the same options:
5. Log:
under log. We can see the payment log. How much is the payment and payment made? Staff details and the payment date will be there on the log.
For credit amount, we have the option to refund on the settings:
Once refunded, the amount will be returned to the patient who paid the credit.
Please do not hesitate to contact Kavanii support for any issue that pertains or anything else that might concern you:
Email to support@kavanii.com.au