Dear Sir/ Madam
Hi. In our daily activities for each patient we enter payment and visit fee in Fees/ Payment. The fee is shown in the Record Payment/ Collect For. But after entering the fee as administrator I could not edit or reduce the payment e.g. discount the fee for some reason. Is there any way to change the fee?
Kind regards
Mehrshad Koleini
Hello @M3k710
The wiki has instructions on how to apply adjustments in its document on posting payments, read here:
https://www.open-emr.org/wiki/index.php/Sample:_Applying_Adjustment_to_Pt_Account
The images on that page are unfortunately far out of date so I intend to update them for OpenEMR v 7 with this new material; should be published on the wiki in a couple days.
Posting charges or adjustments to patient accounts can be done without opening a pt record.
On the Main Menu a user with the appropriate access settings can select: Fees/ Posting Payments (sorry, the demo theme is hard to see the highlighted text)
Enter the search term(s) to locate the desired invoice(s)
Select the desired single invoice or see the buttons along the bottom to select multiple invoices
Manual invoice edits may be made in the appropriate text areas; for Adjustments the ‘Reasons’ may be selected from that dropdown list.
NOTE: Adjustment reasons may be added/ edited by going to the lists from the main menu: Administration/ Forms/ Lists/ and entering that list name
and doing this:
https://www.open-emr.org/wiki/index.php/HOWTO:_Edit_a_List_in_OpenEMR
If that doesn’t work for you come on back with your questions!
Best- Harley
Ok, I went ahead on and made the wiki page for v7:
https://www.open-emr.org/wiki/index.php/HOWTO:_Apply_Billing_Adjustments_to_a_Patient_Account
Thanks Harley for all your contributions and guidance to the community. It is noticed!
You can also pull up any invoice from the billing view of the visit history (past encounters). You can also set your default view to be billing in user settings.
Click on the visit history icon to the left of Select Encounter.
Then choose To Billing View if in Clinical View and click on the links with the code and fee which is green with the Light theme.
Then you will be presented with the invoice.
Dear HT
Thank you so much for your help. It worked fine. It is nice to have this good software and its helpful options for financial management in clinic!
Kind regards
Mehrshad
Dear Stephen Waite
Hi and thank you for your reply. As we do not use codes e.g. CPT4 or ICD9 via OpenEMR, there is no green option of the codes on the “To Billing View” window and so I am not able to edit the fee.
Kind regards
Mehrshad Koleini
Hello @M3k710
So that brings up two procedural questions:
Best- Harley
Dear Harley
Thank you for questions. I use OpenEMR for very limited options. There is only for entering patient’s fee and accounting at the end of the day. No other services are provided in my clinic.
Best- Mehrshad
Hello @M3k710
I do not know how familiar you are with the OpenEMR wiki but it contains a wealth of information.
This wiki tutorial
https://www.open-emr.org/wiki/index.php/OpenEMR_6.x_Billing_-_Claims_Workflows#Patient_Invoicing
describes the standard billing workflow which as I mention below, can be used with in-house custom codes.
It relates to many steps described here:
https://www.open-emr.org/wiki/index.php/OpenEMR_6.x_Billing_-_Process_Payments#Manual_Payments
which shows multiple opportunities to alter the fee.
Referring to:
https://www.open-emr.org/wiki/index.php/HOWTO:_Create_A_Claim-_Ready_Encounter
it is possible to create codes specific to your practice which represent services that are not standard CPT codes. Using those custom codes you can use many of the billing and invoicing functions OpenEMR provides without involving insurance billing. If you are interested in those workflows let me know I’d be happy to detail the process.
In this standard encounter workflow the step describing the patient checkout process, in either the ‘Payment’ or the ‘Checkout’ screens you can edit the amounts being charged.
https://www.open-emr.org/wiki/index.php/A_Generic_Medical_Encounter_Workflow_in_OpenEMR_6.1#5._Checkout_and_Payment_-_Accountant
Hope that’s helpful.
Best- Harley
