How to Capture an Invoice in Healthbridge Nova

Step 1: Choose a Method to Capture the Invoice

Option 1: After a Completed Appointment

1. Log in to Healthbridge Nova.
2. Navigate to the ‘Waiting Room’.
3. Click ‘Check-Out’ after the patient’s appointment.
4. A pop-up will appear prompting you to finalize the invoice.
5. Click ‘Yes’ to proceed.

Option 2: Manually from the Patient’s Account

1. Navigate to the ‘Accounts’ tab.
2. Click on ‘Accounts’ in the left-hand panel.
3. Search for the patient’s account and select their name.
4. Click ‘Capture Invoice’.

Option 3: Quick Access via Quick Launch Menu

1. Click on the Quick Launch Menu.
2. Select ‘Capture Invoice’.

Step 2: Enter Invoice Details

1. Fill in the following required fields:
   • Date of Service → Auto-filled with today’s date.
   • Link to Appointment → Select the appointment (if applicable).
   • Place of Service → Default is ‘Consulting Room’.
   • Branch → Select the relevant practice location.
   • Treating Provider → Choose the doctor or provider.
   • Invoice Type → Select Cash or Medical Aid.

Step 3: Add Additional Claim Information (If Required)

1. If applicable, enter:
   • Authorization Number (if required by medical aid).
   • Referring Provider (if applicable).

Step 4: Enter Diagnosis and Billing Information

1. Enter the Diagnosis Code:
   • If known, enter the code directly.
   • If unknown, click the search icon to find it by description or code.

1. Complete the Invoice Line Items:
   • Click on the Line Type dropdown.
   • Enter the Tariff Code.
   • Enter the Nappi Code (for medicines or consumables).

Step 5: Finalize and Save the Invoice

1. Click ‘Submit’ to save the invoice.
2. Optional: If this claim is frequently used, click ‘Create Template’ to save the details for future use.

The invoice has been successfully captured in Healthbridge Nova!

Click below to watch a quick tutorial