In this section, we will cover how to create billing claims for OHIP insured patients and 3rd party patients, how to submit those claims, and how to reconcile them and correct any errors.
A) Creating an OHIP Billing Claim
Billing claims can be created directly from a patient's scheduled appointment by clicking the "B" link on the Schedule Page beside the patient's name or from the patient's master record by clicking "Create Invoice".
Once a new claim window has opened, you can select the claim type (i.e. OHIP, 3rd Party, IFH, etc), and then enter the appropriate billing code.
In the video below, we outline how to create a new billing claim.
B) Creating a 3rd Party (Non-OHIP) Billing Claim
To create a 3rd Party claim, you need to toggle the "Billing Type" when creating the claim to 3rd Party - or if it's an IFH claim, IFH, etc.
After creating the claim, you can then enter any payments you've received on the claim, and generate an invoice to give to the patient. For the detailed steps, see the video below.