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See Also: All About Health Billing , Health Billing Category Load, Invoice Health Billing tab, Inventory Health Billing Categories tab
The information on the Health Billing tab will vary based on whether the customer is a Customer, a Payee or a Nurse.
The Payee is the provider who will be paying part, or all, of another customer's purchase. To set a customer up as a Payee, add PAYEE to the customer's Lookup Word. When editing a Payee, the Health Billing tab, as shown in Figure 1, will display all authorizations for that Payee.
Figure 1: Payee Health Billing tab
Note: To set a customer up as a Payee, add PAYEE to the customer's Lookup Word. A Payee will have an additional Health Billing Reference Numbers tab.
The Nurse is the person responsible for authorizing the purchase. When editing a Nurse, the Health Billing tab, as shown in Figure 2, will display all authorizations that the Nurse has made.
Figure 2: Nurse Health Billing tab
Note: To set a customer up as a Nurse, add NURSE to the customer's Lookup Word.
The Customer is the person receiving the goods or services. When editing a Customer, the Health Billing tab, as shown in Figure 3, will display all authorizations made for that Customer.
Figure 3: Customer Health Billing tab
To add a new authorization, select a blank line, or one to be copied, and enter or modify the required information, as detailed in Table 1.
|
Item |
Purpose or Function |
|
Payee |
The provider of part or all of the payment. |
|
Customer |
When working with a Payee or Nurse, this is the receiver of the goods or services. |
|
Authorized by
|
The person who authorized the entry for this customer. |
|
Category |
|
|
Auth Code |
The authorization code provided by the Payee. |
|
Suffix |
Additional code if provided by the Payee. |
|
Cost Percent |
The amount, as a percentage, for which the Payee will cover. |
|
Date |
The date the authorization was entered. |
|
Expiry Date |
The date the authorization will expire. |
|
Max Year Quantity |
The maximum quantity allowed per year. This value will initially be the quantity from the Health Billing Category Code setup. |
|
Max Price |
The maximum price the Payee will pay for this category code. Overage must be paid by the Customer. |
|
Max Qty Option |
There are two options, as explained in the Health Billing Category Code setup. |
Table 1: Health Billing Authorization fields
Use the [Add] button add a new entry or the [Cancel] button to discard it. To change and authorization, select the line, make the changes, and then use the [Update] button to commit the change or the [Cancel] button to discard the changes.
< Return to: Customer Details window