Recording bill payments by searching invoice number
Sometimes the payment information provided by a third party does not include the patient’s name and only includes the Wolf EMR invoice number. If you receive only the invoice number for a payment, you can find the invoice and record a payment via the Billing program.
Steps
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1.
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From the Wolf EMR home page, click Billing . |
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2.
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Find the patient that the invoice is for: |
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a)
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From the Billing menu, click Options > Find Patient for Invoice. The Find Patient for invoice window opens. |
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b)
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Enter the invoice number, and then click OK. The EMR displays the patient’s name, Provincial Health Number, and date of birth. |
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3.
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Search for outstanding third party bills for the patient: |
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a)
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From the Billing menu, click View > Receivables (or 100% Paid). At the top of the billing list, the EMR displays two Receivables for lists. |
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b)
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In the left list, select the provider you want to view bills for, or to view bills for all providers, click <All Service Providers>. |
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c)
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In the right list, select the third-party or, to view bills for all third-parties, select <All 3rd Party> (located at the bottom of the list). |
The EMR displays the Query Options window.
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d)
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In the Date Selection area, click All. |
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e)
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In the Service Recipient area, click Selected Patient, and then click Search. |
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f)
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In the Patient Search window, search for and select the patient. The EMR inserts the patient’s name in the field below Selected Patient. |
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g)
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Click OK. The EMR lists the patient’s outstanding third-party bills in the billing list area of the Billing window. |
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4.
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Double-click the bill to which you want to record a payment (or choose File > Invoice Payment or press Ctrl+P). |
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6.
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If you received only a partial payment for the bill, but you want to mark the bill as complete (that is, you want to accept the bill as fully paid), write-off the remainder of the billed amount. See Writing off patient and third-party bills. |
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