New invoicing items can be easily created from the Medicare Benefits Schedule items using the 'Make Codes' option in Setup > Financial > Charges > Invoice Items.

You are able to select either a single item of a range of items from the Medicare list.

A short video (2.04mins) demonstrates the steps to perform this function. 

http://incisivesupport.com/train/vid/Invoice_MakeItemsFromMedicare.mp4 

Note: 

You are better to run the 'Make Codes' option several times with smaller ranges of Medicare Item numbers rather than enter one large range, i.e. 30,000 to 70,000. The latter would result in Invoice Codes being made for all Medicare Item numbers in the range and will markedly slow down the invoicing system for you.  Once the range of items have been imported they can only be deleted individually.

Only import the Medicare Item numbers that you require for your specialty or sub specialty. More can be added if necessary.

The following are the scaling rules used by AMA:

General surgical are 100:50:25. Neurosurgical items LT045-LT275 and LT850-LT862 and orthopaedic items, except dislocations and fractures are 100:75:75

For multiple fractures requiring an operative or manipulative procedure, the fee for each is 100% and for multiple fractures where the second or subsequent conditions do not require operative or manipulative treatment, the fee for the second and each subsequent it’s 100:75:75. For repeat treatment for fractures, it’s 75% except for the final procedure which is 100%.

For multiple dislocations requiring an operative or manipulative procedure it’s 100% for each dislocation except where the second or subsequent dislocation does not need operative or manipulative treatment where it would be 75% for the subsequent dislocations. As with fractures, repeat procedures for dislocations are charged at 100% of the fee listed may be charged for the final procedure but 75% for the others.

An invoice that has been paid off, or partially paid off, cannot be deleted, but you can edit it to change the mistake.  This option is also often used if the insurer has paid more than the invoiced amount, by increasing the original invoice value to match the amount paid.

You effectively need to reverse the sequence used to create the invoice and receipt.

1. Select the patient and go to Financials.
   
   
2. Highlight the receipt and select Adjust > Unallocate Receipt
   This will change the Receipt to a PrePayment.  It does not alter the banking supplements.
   
   
3. Use the Edit button to change the amount on the invoice.
   If the invoice is to go to a different Party, you can change the amount in the original invoice to zero then create a new invoice to the correct Party and for the correct amount.
   
   
4. You can use the Prepayment in the patient's account to pay the new invoice or you can wait for the other Party to pay their invoice and then issue a Refund to the patient for the amount that their account is in credit.

If you are in any doubt about what you need to do to correct the transaction, please contact the Help Desk by emailing help@incisivesupport.com.  Please attach a PDF file of the Financial History Report for the patient(s) you are having difficulties with plus a description of what you are trying to do.

The Financial History Report for a patient is obtained from Transactions > Print > Financial History Report


Tags: wrong, receipt, paid, change, reverse

Check that you have the option turned on in Setup -> Provider -> Config 2.

If the invoice is a 'Copy of Tax Invoice' it will not include the balance owing nor the payment details. 

The reason for this is that the copy of the invoice may of been printed sometime after the original invoice was created and between these times a full or part payment may of been made, which would not show on the invoice as it is a copy of the original.

We suggest that if you are providing a copy of the invoice you should also include a Statement which will show the original invoice amount and any subsequent payments.  The Statement also includes your bank details and the balance that is still owing.