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    When invoicing a health insurer such as BUPA is it possible to extract the information for 1 patient from all the charges made to the same health insurer? I am trying to provide a summary of charges for individual patients but I can’t find a way of doing it without including all the charges for all other patients with the same health insurer.

    Also, for ease of administration, it would be really helpful to duplicate the invoicing information to the patient’s record, even though an insurance company is paying the charge, so that payments for a single patient can easily be identified and tracked. Is it possible to do this please?

    Joshua Barrs

    Hi LucyKS,

    Many thanks for your post.

    Regarding your first point, the easiest way to extract this information would be to use any of the invoice based reports already built into ClinicOffice. You would just need to select the ‘Recipient’ as the insurance company, and the ‘Patient’ as the patient the appointment was for in your search criteria.

    Regarding your second point, to duplicate the physical invoices just wouldn’t be possible, because you’d end up with unbalanced financial information. However ClinicOffice does already provide access from any patient record to any corresponding insurance related invoices. It does this by showing a custom link to the bottom of the finances tab in the patient record. Any time the software sees that patient has invoices related to them that were paid via insurance, this link will show. It displays at the bottom of the tab, and is captioned ‘Other Invoices’.



    Thanks Joshua 🙂

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