Managing your Clinic’s Billing/POS Settings

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This is where all of the settings pertaining to the billing module and point of sales can be found and customized. Part of the Billing/POS settings are payment methods, taxes, withholding taxes, discounts, services, promos, gift certificates for promos and discounts, and expenses. 

Billing/POS > Payment Methods

Steps in Adding a Payment Method

  1. To add a payment method, simply click the “+” button.
  2. Input the name of the payment method
  3. Select payment type
  4. Add description. 
  5. Click save to finalize and add the payment method to the system’s billing processes.
  6. To import a list of payment methods, click the import icon
  7. Download the Excel file template. 
  8. Fill out the necessary details.
  9. Upload the file back to the system.
  10. Payment method is not added to the system.
  11. In order to delete a payment method, click the delete icon.
  12.  Confirm the deletion.

Billing/POS > Tax Types

Steps in adding a Tax Type

  1. To import, click the import icon.
  2. Download the Excel file template. 
  3. Fill out the necessary details.
  4. Upload the file back to the system. 
  5. Users can now find the tax types  in the system.
  6. To delete a tax type, click the delete icon.
  7. Confirm the deletion.

Billing/POS > Withholding Taxes

Adding a Withholding Tax

  1. To add a new withholding tax, click the “+” button.
  2. Add the staff name.
  3. Add their corresponding withholding tax. 
  4. Click the “add” button to finalize the withholding tax.
  5. To edit, click the edit icon. 
  6. Edit details.
  7. To delete a withholding tax, click the delete icon. Respectively.
  8. Confirm the action.

Billing/POS > Discount Types

Adding a new Discount Type

  1. To add a discount type, click the “+” button.
  2. Input the discount details such as code, name, discount in either percentage or in amount, and the billing item type. 
  3. Select which product or service is the discount for. 
  4. Click save to finalize. 
  5. To edit a discount type, click the edit icon. 
  6. Edit the discount details.
  7. To delete a discount type, simply click the delete icon.
  8. Confirm the action.

Billing/POS > Services List

Steps in adding a new service

  1. To add a new service, click the “+” button.
  2. Select service type.
  3. Enter service name, amount, details, tax, government insurance plans, HMO plans, company plans, staff commissions, and supplies used.
  1. For the service type clinical procedure
    • input the number of sessions that patients need to fulfill.
  1. For Diagnostic service type:
    1. Choose if laboratory or imaging.
    2. Select test from dropdown list of diagnostic test.
    3. Input the corresponding amount of the test.
    4. Test is now linked with services.
  1. For the PME service type:
    1. Input the necessary details for the service. 
    2. Arrange queue trail for PME patients. 
      1. Click the “+” button on the upper right corner of the PE Service Queueing Details section.
      2. Select the queue and the test order template for diagnostic services. 
      3. Click “add” to finalize the PE service queue. 

For each service, users have the ability to add government insurance plans, HMO plans, company plans, staff commissions, and supplies used. 

  1. For Government insurance plans:
    1. Click the “+” button. 
    2. Select the government insurance. 
    3. Check whether the amount to be covered is known or not. 
      • If not, then the amount and discount part will be disabled. 
      • Otherwise, users will be asked to input the amount and the percentage discount.
    4.  Click add to include the coverage on the list.
  1. For an HMO coverage plan and company plan:
    1. Click the “+” button.
    2. Check whether the amount to be covered is known or not.
      •  If not, then the amount and discount part will be disabled. 
      • Otherwise, users will be asked to input the amount and the percentage discount. 
    3. To upload a bulk list of coverages or company plans:
      • Click on the import icon.
      • Downloading the template.
      • Fill out the necessary details on the Excel file template.
      • Upload the file back to the system. 
      • System will automatically recognize the list of coverages and company plans.
  1. For staff commissions:
    1. Click the “+” button
    2. Input staff name to be commissioned
    3. Input percentages of the commission per private, HMO, or gov. Insurance. 
    4. Click “add” to save. 
    5. Fill out the necessary details on the Excel file template.
    6. Upload the file back to the system. 
    7. System will automatically recognize the list of staff commission.
  1. To indicate the supplies used for a particular service:
    • Click the “+” button.
    • Select the clinic supply to be linked to the service and its corresponding quantity.
    • Click “add” to finalize. 
  2. To edit a service, click the edit icon. 
  3. Edit details.
  4. To delete a service, simply click the delete icon.
  5. Confirm the action.

Billing/POS > Promos

Steps to Add Promo

  1. In order to add promo click the “+” button.
  2. Select the promo type and the date/s when the promo will be available of use
  3. Select the purchased item or service, and its corresponding reward item or service.  After selecting the prior details, the user will be asked to indicate the amount of purchased item and its corresponding reward item count. 
  4. Click the save button to add to the list.
  5. To delete a promo, simply click the delete icon. 
  6. Confirm deletion.

Billing/POS > Gift Cert (Credit)

Managing Gift Certs (Credit)

  1. To add, click the “+” button.
  2. Input the name, credit amount, application type and its corresponding product or service.
  3. To make the gift certificate available in all clinic branches;
    1. tick or untick the availability box 
  4. To make it sellable:
    • Tick the sellable box
      • Indicate the selling price of the gift certificate.
  1. Determine the amount of codes to be generated
  2. Click the button “generate”.
  1. Go to edit by clicking the edit icon.
  2. A prompt will appear showing the codes that have been generated. 
  3. To generate more codes:
    • Click the generate button
  4. To print the existing codes, click the print button. 
  5. To delete gift certs, click the delete button. 
  6. Confirm the action. 

Billing/POS > Gift Cert (Discount)

Steps in Managing Gift Cert (Discount)

  1. To add a gift certificate for discounts, click the “+” button. 
  2. Enter the name, discount percentage, its availability in clinic branches and its billing item type. 
  3. After setting the billing item type, an additional option will appear which will either be services list or product list. 
  4. Select the corresponding products or services to be included in the gift certificate.
  5. Determine the amount of codes to be generated 
  6. Click the button “generate”. 
  7. Go to edit by clicking the edit icon.
  8. A prompt will appear showing the codes that have been generated. 
  9. To generate more codes, click the generate button
  10. To print the existing codes, click the print button. 
  11. To delete gift certs, click the delete button. 
  12. Confirm the action. 

Billing/POS > Expenses

Adding an Expense

  1. To add an expense, simply click the “+” button.
  2. Input the amount, expense type, the date of the expense completion and the reason for the expense. 
  3. Click save to add the expenses to the list and record.
  4. To edit an expense, click the edit icon.
  5. To delete an expense, simply click the delete button. 
  6. Confirm the action.

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Last Updated On November 05, 2019

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