Gentu allows you to automatically transform your quotes into invoices - no need to worry about double handling, or changing fee schedules. What you have quoted to the client is what you invoice, and all at the touch of a button.
The quote-to-invoice feature can transfer:
- Outpatient/Inpatient status
- Provider Details
- Account Type and Health Fund
- Health Fund agreement (e.g. No Gap/Known Gap)
- Site of Service
- Items and Fees Schedules, including rebates and Multiple Procedure Rules
- Fee Calculations
- Service Text for each item
This transfer of quote information means you can minimise the time needed to process complex invoices.
Creating a quote
You can create a quote by opening the patient's file and selecting Add > Quote.
A quote is distinguished from an invoice by teal text on a white header:
Set the details of the quote like you would for an invoice; adding the provider, site of service, and the quote/claim type. You can then add the items (using the Assist Item button if you wish to bill for, or as, the assistant surgeon) before printing and saving the quote.
To turn a quote into an invoice, simply open it from the patient's Account tab, under the Quotes heading. Select the quote in question, open it, and then find the Invoice button at the bottom of the screen.
Click the Invoice button to create an invoice from your quote. When you create the invoice, you will notice several key changes.
The header for the invoice has changed; it is now teal with white text to distinguish it from a quote.
The Invoice button has changed to Pay & Claim and there are a few new fields: Referral and Addressee in the header of the invoice, and Service Date next to each item. Before you complete the invoice you should ensure that these fields have populated correctly.
If you are billing for or as an assistant, you will need to press the Edit button showing next to the assistant item, then fill in the required details (e.g. the surgeon's name).
You can now process your invoice as you would a normal account.