How To Bill A Patient With Patient Juan

Billing patients outside a consultation process can be done either with your Patients module or BIllings module.

Using the Patients Module

Step 1: Open you Patient Module

Open your Patients Module by clicking the “Patients” button on your main side navigation.

Step 2: Select a Patient

On your patient list, click the “Setting” button adjacent to the patient you wish to create a billing for.

Step 3: Create a New Billing

From the dropdown, select “Bill Patient” to open the billing module.

Using the Billing Module

Step 1: Open the Billing Module

Open your Billing Module by clicking the “Billing” button on your main side navigation.

Step 2: Click New Billing

On you Billing Module, click the “New Billing” button on the upper right corner of your billings list. This action will open a window listing all your patients.

Step 3: Select a Patient

Select the patient you want to create a billing for.

Billing Proper

Step 1: Add a Line Item

On the New Billing window, click the “Add Item” button. From there select whether you want to add a Billable Item, a Package, or a Philhealth Case Rate.

Step 2 (optional): Add a Note

After completing your line items, add a note for your billing using the Notes text field.

Step 3: Save Your Billing

Finally, click the “Save Billing” button after completing your billing.