Invoicing can be a tedious part of your daily tasks, but Universal Office makes it easy. In less than a minute, you can issue hundreds of invoices!
If your practice frequently deals with third-party billing – such as WSIB, extended health and motor vehicle insurers – then you most likely don’t issue invoices upon every patient visit. You probably let the billing accumulate. And at some point (every week or every other week or perhaps on specific visits) you open the patient file, create an invoice and submit it to the appropriate establishment.
It may not occupy too much of your time if you only do this for a few patients. However, if you’re in a situation that you have 20, 50, 100 or more invoices to create this way every month, then this can become a burden and it’s time to explore your options.
When it comes to creating many invoices, Universal Office can save you a great deal of time!
Schedule Appointments & Record Charges
You already schedule appointments and record charges to patient files on daily basis, so make sure you continue doing that.
Choose Billing Intervals
Establish billing frequency – such as bi-weekly or the first of every month. The choice is yours, as long as you have a set schedule for your billing process.
Run Batch Billing
Use the batch billing functionality in Universal Office to issue all invoices at once. Via batch billing, you can create private, EHC, MVA, OCF-21s, WSIB, and slip & fall invoices. The system will create each invoice and place it into its respective patient file.
When you initiate batch billing, Universal Office will list all the patients who have charges that were never invoiced. You then have the option to filter the patients by case type, date range and other criteria. In addition, you can select all or pick who you want to invoice from the filtered list.
Finally, you can request the system to create invoices and send them to print or simply create them and prepare for electronic submission (to HCAI, for example).
Universal Office is capable of issuing hundreds of invoices in under 60 seconds. But if you decide to send it to print, then it’s up to the speed of your printer to spool out those invoices.