Encounter shown as billed error

wjbaptis wrote on Wednesday, December 11, 2013:

When an encounter is created and the client is checked out, the “Report - Appointments and Encounters” shows that encounter as billed = “Y”. Is this an error? When I created the fee sheet, I did not mark it as billed nor did I go to the Billing Manager and mark it as cleared.

fsgl wrote on Wednesday, December 11, 2013:

Is your situation analogous to this thread?

wjbaptis wrote on Thursday, December 12, 2013:

No. We’re using the current version where the fee sheet has either “save” or “mark as billed”. The fee functionality works just fine. “Save” does not mark the encounter as billed and “mark as billed” does exactly that. My issue is that if I click save in the fee sheet then go to checkout, the checkout functionality automatically marks the encounter as billed. Which shouldn’t be correct. This is reproducible in the demo. Create an encounter and fee sheet. Click save then check the “Report - Appointments and Encounters”. The encounter does not show as billed. Next, checkout out that encounter and run the report again. It now shows as billed. Since it’s flagged as billed, billing manager won’t pick it up unless I re-open it.

fsgl wrote on Thursday, December 12, 2013:

The Checkout Module seems to have been built for self-paying patients, who have no insurance coverage. Once a partial payment has been made, then it is a matter of sending a statement to the patient for the balance. Note that the entire balance comes up as a default, should the patient want to pay the entire charge. That is why the claim bypassed the Billing Module and is designated as “insurance billed”.

Would suggest that the Payment Module be used instead, taking care to keep “Insurance” as “Patient Coverage”. This way the claim is sent to the Billing Module, the report is accurate, a receipt for the payment can be printed and given to the patient without too much fussing.

wjbaptis wrote on Monday, December 16, 2013:

Thank you. Didn’t know that.