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Login to Healthbridge NovaHow to add a patientHow to add an appointment to the CalendarHow to do a benefit checkHow to capture an invoiceHow to manage patient accounts Part 1How to manage patient accounts Part 2How to add notes to a Patient Account Working with the Healthbridge Nova inboxHow to do a Manual RA Capture.How to Fix and Resubmit claimsHow to search for patient accountsHow to view transactions and invoices on an account How to manage captured invoices How to follow up on Invoices
Operational
Transferring Liabilities Bulk messagesAccount AgeHealthbridge Nova ReportsHow to manage electronic remittances
Setup
How to add a providerHow to add custom charge codesCustomizing the CalendarHow to set up private rates How to add a BranchHow to change your SMS and email templatesHow to set a mandatory ID Number when creating patient accountsHow to reset passwords (System admin rights required)Percentage Billing How to add a new userHow to set up Network pricing and contracts

How to capture an invoice

There are multiple methods for obtaining an invoice, and commonly employed approaches are:

  1. After completing an appointment on the calendar and selecting 'check out' from the 'Waiting room,' a pop-up will prompt you to finalize the invoice for that appointment. Simply click 'Yes' to proceed.
  2. Alternatively, you can navigate to the accounts tab, select 'accounts,' locate the specific account, and then click on the patient's name. The user can also, use the quick launch menu and choose "Capture invoice."

From your preferred method, click on ‘Capture invoice’.

Add the required information:

  • ‘Date of service’ - Today's date will be added automatically.  
  • 'Link to appointment' - Link the invoice directly to an appointment.
  • ‘Place of service’ - The default is ‘Consulting room’.
  • 'Branch' - Select the relevant branch.
  • ‘Treating provider’ - Select the provider that you want to link to this invoice. If you change the provider after completing the invoice, note that all the invoice lines will be cleared.
  • 'Invoice type' - Select your invoice type, either cash or medical aid.

Once the above information has been completed, the user can also add 'Additional claim information' if required for the claim, this could include an “Authorisation number”, or “Referring Provider” as indicated below.

Enter the ‘Diagnosis code’. If you know the code, you can enter it directly. If not, you can search by description or by code. Clicking on the search icon will open a ‘Diagnosis’ window.

Once you have completed the diagnosis, you need to complete the invoicing information.

  • Select the line type by clicking on it; this will open a drop-down menu.
  • Insert the 'Tariff' code.
  • Insert the 'Nappi' code if it is a medicine or consumable.

Once completed, you can click on 'Submit'.

If this claim is similar to many other claims, you can save the claim details and create a template by clicking on 'Create template'.

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