GP-Billing allows bills to be raised for services provided to patients and payments taken in the practice.

From the [Billing] dashboard, click the [Create Bill] button.

Use the following buttons to find or add the patient account:

       Synchronise with the currently selected patient in the clinical system

       Search for a patient that already has an account in GP-Billing

       Add a new billing only patient to GP-Billing

If the synchronise with the clinical system option is selected and consultation mode integration is enabled, a list of consultations with billable items on the consultation record will be displayed. If these are the required items, select the consultation from the list and click [Ok] otherwise click [Cancel] to manually add the billable items.

In this scenario, the [Branch], [Date] and [Practitioner] will automatically be updated with details from the consultation record, alternatively, you can set these using the dropdown lists. If you are finding that a practitioner isn't appearing in the dropdown, please ensure that they have been marked as Visible in the Users page.

To add items to the bill, click the [Add Items] button and select the items from the price list. Each time an item is clicked, it will increment the quantity, alternatively the quantity can be set using the    selector.

The price list can be filtered using the    button and sorted by clicking the column header.

Once the items have been selected, click [Ok].

If the required items are not listed, click the    button to add them to the price list.

The [Description], [Price] and [Discount] can be modified before posting the bill.

To remove items from the bill, click the    button.

To add notes to the bill, click the [Notes] tab.

Once the bill details have been completed, select what happens next using the    dropdown list.

Post Bill                  Posts the bill to the patient account

Post & Print         Posts the bill and displays the invoice for printing

Post & Pay           Posts the bill and displays the payment page

Save Draft            Saves a draft bill that can be modified later

If [Care Record Integration] is enabled and an item was selected that has [Care Record] set for “Bill Sent”, a confirmation dialog will be displayed. Click [Yes] to write to the care record or [No] to ignore.

If [Post & Pay] was selected, the payment page for the patient is displayed.

All outstanding items for this patient will be listed, select the items that are being paid and set the payment [Method].

Once the payment details have been completed, select what happens next using the     dropdown list.

Post                        Posts the payment to the patient account

Post & Receipt   Posts the payment and displays the receipt for printing

If [Capita Pay360] integration is enabled and [Credit Card] or [Debit Card] was selected, the virtual terminal page is displayed.

Complete the card details and click [Pay Now]. An authorisation will be requested and the outcome displayed with the authorisation number.

If [Care Record Integration] is enabled and an item was selected that has [Care Record] set for “Bill Paid”, a confirmation dialog will be displayed. Click [Yes] to write to the care record or [No] to ignore.

If [Post & Receipt] was selected, the receipt will be displayed for printing on A4 paper.