Nopali Help

Using The Patient Billing View

You can enter and manage patient billing data with Nopali. This module is only used for cash transactions and not insurance billings. Insurance billings are dealt with in a separate module, found here.

Press the Patient Billing item in the toolbar to see this view:

Patient Billing Toolbar Item

Viewing Billing Data

The Patient Billing view contains a table and several buttons:

Patient Billing View

The table shows a list of billing entries. An important point to make is that entries are entered as 'receivables'. The table also calculates a running balance. A positive outstanding balance indicates that the patient owes you money. A negative outstanding balance indicates that you owe the patient money (which may occur if the patient has given a deposit and has yet to receive any service charges).

You may also print a summary of alll the entries by pressing the 'Statement Of Account' button:

Statement Of Account Button

If you only want certain rows included in the Statement Of Account, then select your rows of interest before pressing the button.

A receipt can also be generated for a single row. Select a row and press the 'Receipt' button:

Receipt Button

Creating A Billing Entry

Billing entries can be divided into 3 different types: Charges, Payments Received and Quote Deposits. Each type has a separate button:

Billing Entry Buttons

• New Charge: Selecting this button will bring down the New Patient History panel. A charge can only be applied to a service rendered, which is why this panel comes down. Refer to the Patient History documentation for more details, found here.
• New Payment: To enter a payment received, press this button. A sheet will come down with fields to fill out:
  
  New Payment Sheet
  The interface will also allow you decide on the transaction type, including Payments, Deposits, Reimbursements and Adjustments.
• Quote Deposit: Pressing this button will transfer you to the Patient Quote interface. Please refer to the Patient Quote documentation for more information, found here.

Making Changes To Billing Entries

You can make changes to your billing entries by making the table editable. To render the table editable, press the 'lock' button on the lower right corner of the window:

'Lock' Button

Once the table is rendered editable, you can single-click on individual cells to edit them. Rows that have been edited are given a 'alert' symbol at the beginning of the row:

'Alert' Sign

Transfer Billing Entries To U.S. Insurance Charge

You can transfer billing entries to the U.S. Insurance module. This is done by first selecting billing entries associated with a procedure:

Select Rows With Procedures

After doing so, you can then press the 'Transfer To Insurance' button:

Transfer To Insurance Button

Note that only interventions with 'code' values can be transferred. This is done in the 'Intervention' table, details found here. Transferred charges will have comments in the Patient U.S.Insurance view indicating that they were transferred from the billing view.

If you make a mistake with the transfer, you can reverse the transfer by going into the Patient U.S. Insurance view and selecting the transferred charges. After selecting them, press the 'Data>Transfer Insurance Claim Back To Patient Billing' menu item at the top of the screen.