Group Invoices

Group Invoices

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Listed below are instructions on understanding group invoices, creating new invoice group and view group invoices.

Understanding Group Invoices

Group Invoices is used to process multiple Insurance claims when using the Co-Payment feature within D4W/PS. This article explains all the fields within the Group Invoices tab.

This module is mostly used by UAE D4W Users. 

  1. Go to Insurance > Group Invoices tab
From .. to: Shows Invoices created on the entered date 
Type
     Invoices 
          Company Code: Shows company abbreviation code 
            Company name: Insurance company name
            Pat. Card: Shows patient card number
            Patient Name: Shows patient name
            Inv No: Shows Invoice number found on the Invoice tab
            Date Created: Shows when the invoice was created
            Amount Due: Shows amount due
            Gr. Inv No: Shows Group Invoice number
            Gr. Inv date: Shows when Group Invoice was created 
      Treatment
            Company Code: Shows company abbreviation code
            Company Name: Shows Insurance Company name
            Pat. Card: Shows patient card number
            Patient Name: Shows patient name
            Amount Due: Shows amount due 
            Gr. Inv No: Shows Group Invoice number
            Gr. Inv date: Shows when Group Invoice was created  
Status
     All: Shows all Invoices
     Unprocessed: Shows only Unprocessed Invoices
     Processed: Shows only Processed Invoices from Group Invoices     
Company: Selection of all Insurance companies or to see individual 
Print List: Print list of invoices 
Location: Select the Location or <Any Location>

​Create New Invoice Group

Create Group Invoice for outstanding claims.  
  1. Go to Insurance > Group Invoices tab
  2. Invoices menu > Select New Invoice Group

  3. Click OK

View Group Invoices

View Invoices created from Group Invoices.  
  1. Go to Insurance > Group Invoices tab
  2. Invoices menu > Select View invoice Items  
  3. Preview Invoice to print all Invoices 

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