Unprocessed List Workflow Process

Unprocessed List Workflow Process

The unprocessed list has a number of features that help users minimise issues that may arrive during the billing process.
Below is a recommend workflow process to complete the billing from this screen.

  1. Select the invoice you wish to process from the unprocessed invoices list
  2. Click the Pre-billing check button
  3. Review any pre-billing errors and gather information needed
  4. Go to the patient details screen by pressing F7 or via the file menu: Patient > Patient Details
  5. If required, add Medicare, Veterans Affairs, Health Fund and/or Concession cards
  6. Press PVM (Medicare), PVV (Veterans Affairs), PVF (Health Fund) and/or PV CE (Concession Cards) button
  7. If required, add referral/request details
  8. Click the OK button to return to the unprocessed list
  9. Ensure that the correct invoice is selected
  10. If required, change the billing fee type and click the 'Change billing Fee Type to >>' button
  11. Click the Bill Patient button, or press F8, or go to the file menu: Patient > Bill 
  12. Complete the billing as per normal procedure.