Patient management Archives - Healthcode https://www.healthcode.co.uk/tag/patient-management/ The future of technology for the private healthcare sector Wed, 10 Jan 2024 15:53:26 +0000 en-GB hourly 1 https://www.healthcode.co.uk/wp-content/uploads/2022/09/HealthcodeFavicon_ForDarkBackground.svg Patient management Archives - Healthcode https://www.healthcode.co.uk/tag/patient-management/ 32 32 Have you tried… creating a draft invoice? https://www.healthcode.co.uk/have-you-tried-creating-a-draft-invoice/ https://www.healthcode.co.uk/have-you-tried-creating-a-draft-invoice/#respond Tue, 13 Dec 2022 11:47:09 +0000 https://www.sit.healthcode.co.uk/?p=3955 The problem: I’ve started a course of treatment for a patient that’s spread over a few weeks. Can I build the invoice, adding the charges after each session so I don’t forget anything when it’s time to send?

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The problem: I’ve started a course of treatment for a patient that’s spread over a few weeks. Can I build the invoice, adding the charges after each session so I don’t forget anything when it’s time to send?

Healthcode’s reply: Use the Advanced Bill draft invoice feature in ePractice to create and update your service charges as you go. This’ll ensure the final version is accurate and complete when you’re ready to send it.

Quick guide to creating a draft invoice

  • Select the patient from your patient list, click Create Bill and then click Advanced Bill.
  • Complete the invoice with what you’ve carried out on the patient so far.  
  • When you reach the final stage, click Save as Draft. The status of three blank boxes against the invoice on the patient’s Account tab means it hasn’t been sent yet.
  • It’ll also be listed on the Tasks and Reminders section on your Status page, so you can easily return to it and update. Click Save as draft each time to save your changes.
  • When you’re ready to send, click Save and send to submit to the insurer using  the Clearing Service or send to the patient via patientzone.

Discover More

Find out how to create invoices and use other ePractice features, sign up for our free online tutorials with the Healthcode Academy. The Academy’s team of Service Delivery Associates will guide you through our series of short personalised training sessions, using your own data to make the training as relevant as possible.

To learn more about invoicing using Advanced Bill see our guide in Help and Support. We also offer a 15-minute bite-size session with the Healthcode Academy  – click here to book.

To find out more about the invoicing features in ePractice contact the Business Development team.

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Have you tried… creating a warning note in ePractice? https://www.healthcode.co.uk/have-you-tried-creating-a-warning-note-in-epractice/ Tue, 15 Nov 2022 10:31:20 +0000 https://www.sit.healthcode.co.uk/?p=3818 The problem: One of my patients hasn’t paid my last invoice and, after repeated reminders, has written to me requesting more time to pay. Can I set an alert to stop them arranging another appointment before the account is settled?

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The problem: One of my patients hasn’t paid my last invoice and, after repeated reminders, has written to me requesting more time to pay. Can I set an alert to stop them arranging another appointment before the account is settled?

Healthcode’s reply: If you’re an ePractice Pro user, you can create a warning note within the patient’s profile to help you and your team stay on top of things. A yellow warning triangle will appear next to their name and on their profile prompting you to read it before doing anything else.

This feature also allows you to upload documents, such as the letter the patient sent you, your reminder letter or a clinical note.

Quick guide to adding a warning note

  • Choose the patient from your patient list and then select the notes tab on their profile page
  • Select Admin from the drop-down menu and then type your note in the box (maximum 2000 characters)
  • Click the warning box – you can also click the pop-up box option if you want the warning to automatically display when the patient’s profile is opened
  • Documents are uploaded by clicking Browse and selecting from your saved files; there’s no restriction on the file type or number of files you can add and you can increase the maximum file size to 2.5MB by contacting Customer Services on custserv@healthcode.co.uk
  • Click Save Note
  • Select and Delete Note when you no longer need it

Discover More

To find out more about the the warning note feature in ePractice contact our Business Development team.

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