GP-Billing allows bills to be raised for services provided to patients but billed to third parties such as employers or insurance companies.

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.

Select the [Third Party] from the dropdown list or use the [+] button to add a new third party.

  If adding a new third party:

Select the price list from the [Price List] dropdown list.

If the third party have provided a reference to identify the practice, enter this in the [Supplier ID] box. If nothing is entered, the practice Organisation ID will be used as the [Supplier ID].

If the patient details need to be supressed on the invoice, click the [Anonymised Documents] checkbox.

Click on the [Address] tab and using the [Find Address] button to lookup using the postcode.

Click [Save] to add the third party.

Add a purchase order number or reference if one has been provided by the third party. This is important if [Anonymised Documents] have been selected for the third party.

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.

[Audit Notes] are for internal purposes, whereas [Additional Info] will be shown on the invoice.

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

Post Bill                  Posts the bill to the third party 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 & Print] was selected, the invoice will be displayed.

This can be printed or downloaded, if a copy needs to be emailed to the third party, on the account screen next to the transaction, click the [Actions] dropdown list and select [Email].