Patient Invoices

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.