Patient appointment and billing checklist

What to check in the appointment and patient record when making a booking or attending a patient.

What to check in Appointment Details

Double-click the patient's booking to open the Appointment Details screen and check.

• The appointment Duration is correct for the appointment Type and Doctor.
• Allow SMS is ticked.
• Some patients may have a Referral or Alerts noted.

Patient Details

From the Appointment book, right-click the patient and select Patient Details, and check that:

• There is only one entry in the Mobile field.
• Default Appointment SMS is ticked.
• There is only one entry in the Email field.
• There is a Usual Dr selected.
• Medicare number is recorded..
• Record the patient or family NOK as a Payer and relevant usual Dr fee schedule selected.
• Check there is a Referral and that the referral details are correct.
• Alerts for relevant information.
• Select the Patient Verification button to verify their Medicare / Health Fund status.
• Select the eHeatlh status tab and retrieve the IHI if required.

  
  Billing

  Creating an invoice, check: 

  • Payer's field.

  • Doctor field shows the correct doctor.

  • Request/Referral has a valid referral entry. 

  • Check the service date and Fee type is correct. 

  Recording a receipt or prepayment, check:  

  • Banklist (payment screen) – select the correct doctor's bank account. It will not do this by default.