Patient Invoices: Difference between revisions

Revision as of 16:10, 20 June 2025

Invoice Management in VEHRDICT

In VEHRDICT, the billing process is streamlined and efficient, starting with the creation of patient invoices. These invoices can be generated for self-paying patients or used to produce claims for submission to insurance companies or other payers. Leveraging advanced AI capabilities, VEHRDICT can automatically extract diagnostic procedures and billing codes directly from encounter notes and forms. This automation enhances accuracy and saves time, allowing healthcare providers to focus on patient care rather than administrative tasks.

Tutorial Video – Learn how to manage invoices in VEHRDICT.

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Step-by-Step: Managing Invoices

1. Access the Patient Dashboard

From the main menu, navigate to the Patient Dashboard.
Select the appropriate patient profile.

**Invoices Tab** – View, add, or edit patient invoices.

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2. Open the Invoices Tab

Click the Invoices tab from the sidebar.
This will open the Invoice List for the selected patient.

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3. Viewing Invoices

The Invoice List includes:

 * Encounter ID
 * Date
 * Patient
 * Code Text
 * Claim Status
 * Progress
 * # of Items
 * Total
 * Payments
 * Amount Due

Use sorting and filtering options to quickly locate invoices.

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4. Adding New Invoices

Click the blue Add New button.
Fill out required fields:

 * Patient name
 * Code text
 * Claim status
 * Other billing metadata

Click Save to add the invoice to the list.

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5. Modifying Existing Invoices

Click on an existing invoice to edit.
Update details as needed:

 * Modify code text or claim status
 * Adjust totals and items

Save all changes to ensure data integrity.

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6. Applying Payments

Select the invoice to which a payment should be applied.
Click the Apply Payment button.
Enter payment details:

 * Date
 * Payment method
 * Amount received

Confirm to update the balance.

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7. Generating Reports

Use the Custom Report feature to:

 * Filter invoices by date, status, provider, or payer
 * Export to PDF or CSV for audit and analysis
 * Track trends in billing performance

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Tips for Efficient Billing

Always double-check ICD/CPT codes pulled from encounters.
Use the AI dictation tools to generate invoices during or after appointments.
Review claim status regularly to identify and correct denied or delayed payments.
Encourage staff to enter payment data immediately upon receipt.

By keeping your invoicing data current and accurate, you maintain a healthy financial workflow while ensuring timely reimbursement from patients and payers alike.

@@ Line 1: / Line 1: @@
-In VEHRDICT, the billing process is streamlined and efficient, starting with the creation of patient invoices. These invoices can be generated for self-paying patients or used to produce claims for submission to insurance companies or other payers. Leveraging advanced AI capabilities, VEHRDICT can automatically generate invoices by extracting diagnostic procedures and billing codes directly from encounter notes and forms. This automation ensures accuracy and saves time, allowing healthcare providers to focus more on patient care and less on administrative tasks.
+== Invoice Management in VEHRDICT ==
-To keep financial records accurate, it's important to enter and update invoicing details in Vehrdict. Follow these steps to manage invoices effectively:
+In VEHRDICT, the billing process is streamlined and efficient, starting with the creation of patient invoices. These invoices can be generated for self-paying patients or used to produce claims for submission to insurance companies or other payers. Leveraging advanced AI capabilities, VEHRDICT can automatically extract diagnostic procedures and billing codes directly from encounter notes and forms. This automation enhances accuracy and saves time, allowing healthcare providers to focus on patient care rather than administrative tasks.
-[[File:How_to_invoice_small_-_HD_720p.mov|800px]]
+<div style="text-align:center; margin: 1.5em 0;">
+[[File:How_to_invoice_small_-_HD_720p.mov|thumb|center|700px|'''Tutorial Video''' – Learn how to manage invoices in VEHRDICT.]]
+</div>
+---
-* '''Access the Patient Dashboard:'''
+== Step-by-Step: Managing Invoices ==
-** From the main menu, navigate to the Patient Dashboard.
+=== 1. Access the Patient Dashboard ===
+* From the main menu, navigate to the '''Patient Dashboard'''.
+* Select the appropriate patient profile.
-[[File:invoices_nx.jpg|800px]]
+<div style="text-align:center; margin: 1em 0;">
+[[File:invoices_nx.jpg|thumb|center|600px|'''Invoices Tab''' – View, add, or edit patient invoices.]]
+</div>
+---
-* '''Select the Invoices Tab:'''
+=== 2. Open the Invoices Tab ===
-** Click on the "Invoices" tab to view, add, or modify invoice data.
+* Click the '''Invoices''' tab from the sidebar.
+* This will open the Invoice List for the selected patient.
-* '''Viewing Invoices:'''
+---
-** The Invoice List displays all invoicing details, including Encounter ID, Date, Patient, Code Text, Claim Status, Progress, Number of Items, Total, Payments, and Amount Due. You can sort and search through the list to find specific invoices quickly.
-* '''Adding New Invoices:'''
+=== 3. Viewing Invoices ===
-** Click on the "Add New" button to create a new invoice. Fill in the necessary details such as Patient, Code Text, Claim Status, and other relevant fields.
+* The Invoice List includes:
+  * '''Encounter ID'''
+  * '''Date'''
+  * '''Patient'''
+  * '''Code Text'''
+  * '''Claim Status'''
+  * '''Progress'''
+  * '''# of Items'''
+  * '''Total'''
+  * '''Payments'''
+  * '''Amount Due'''
+* Use sorting and filtering options to quickly locate invoices.
-* '''Modifying Existing Invoices:'''
+---
-** Select an invoice from the list to edit its details. Make sure to update all necessary fields to ensure accuracy.
-* '''Applying Payments:'''
+=== 4. Adding New Invoices ===
-** Use the "Apply Payment" button to record payments made by the patient. Ensure that the payment details are correctly entered to reflect the updated amount due.
+* Click the blue '''Add New''' button.
+* Fill out required fields:
+  * Patient name
+  * Code text
+  * Claim status
+  * Other billing metadata
+* Click '''Save''' to add the invoice to the list.
-* '''Generating Reports:'''
+---
-** For a comprehensive overview, use the "Custom Report" feature to generate detailed reports based on invoice data.
-* '''Additional Information:'''
+=== 5. Modifying Existing Invoices ===
-** For more comprehensive instructions or nuanced details regarding invoice management, refer to the additional information provided within the Invoices tab itself.
+* Click on an existing invoice to edit.
+* Update details as needed:
+  * Modify code text or claim status
+  * Adjust totals and items
+* Save all changes to ensure data integrity.
-By keeping your invoicing details up to date in Vehrdict, you ensure that financial records are accurate and complete, facilitating efficient billing and payment processes.
+---
+=== 6. Applying Payments ===
+* Select the invoice to which a payment should be applied.
+* Click the '''Apply Payment''' button.
+* Enter payment details:
+  * Date
+  * Payment method
+  * Amount received
+* Confirm to update the balance.
+---
+=== 7. Generating Reports ===
+* Use the '''Custom Report''' feature to:
+  * Filter invoices by date, status, provider, or payer
+  * Export to PDF or CSV for audit and analysis
+  * Track trends in billing performance
+---
+== Tips for Efficient Billing ==
+* Always double-check ICD/CPT codes pulled from encounters.
+* Use the AI dictation tools to generate invoices during or after appointments.
+* Review claim status regularly to identify and correct denied or delayed payments.
+* Encourage staff to enter payment data immediately upon receipt.
+By keeping your invoicing data current and accurate, you maintain a healthy financial workflow while ensuring timely reimbursement from patients and payers alike.