How to Bill a Billable Item With Patient Juan

Billable items are stand-along items that are generally sold separately.

Step 1: Click Add Item

On your New Billing window, click the “Add Item” button. Then, select “Billable Item” from the dropdown.

Step 2: Select a Billable Item

On the Add Item window, click the “Item” dropdown and select the Billable Item you want to add.

The “Price” of the Billable Item will be prefilled by the amount you set for the item in your Billable Items Settings.

Note: You can create a new Billable Item by clicking on the “+Add New” button.

Step 3: Adjust Price or Quantity

Adjust the Price and Quantity of your Billable Item with the provided fields as you like.

Step 4 (optional): Add a Discount

Add a discount for your Billable Item.

Note: Discounts can only be created through the Discount Settings. This is to provide an extra layer of security to your billings.

Step 5 (optional): Add an HMO Provider

Add an HMO Coverage for your Billable Item by clicking the “Add HMO Coverage” button.

Note: To add your covered HMOs to your profile, go to your HMO Settings.

Step 6 (optional): Select your Patient’s HMO Provider

Select an HMO from the HMO list window. This will update the price of your Billable Item based on the coverage and copay that you set on your Billable Item Settings.

Note: The Discount you set for the Billable Item will be computed based on the copay of the HMO provider that you selected.

Step 7: Save your Billable Item

Finally, click the “Add Item” button at the bottom of the Add Item window.