The Billing Menu

Invoice, Receipt and Account History

See the relevant chapters for more information.

Receipt by Invoice Number

This allows you to receipt by searching on the Invoice number rather than first finding the correct patient or Account Holder.

Quick History

This will display a list of all items billed to the highlighted patient during the past 12 months, including the number of times it has been billed and the date it was last billed.

This is useful for those Medicare item numbers which are only permitted to be billed a certain number of times in any 12 month period.

Accept Deposit and List Deposits

See the chapter on Deposits for more information.

Print Blank DB4

This will print a blank DB4 form for the highlighted patient.

This is useful for those bulk-billing practices where the patient takes the DB4 into the doctor’s room, where the doctor will subsequently fill in the item number to charge and the patient can sign the form.

This does not create any billing records in Genie. The actual invoice to Medicare would subsequently still need to be added to Genie at a later date. Since you already have a signed DB4, you would deselect the Medicare DB4 checkbox in Printing Preferences (File > Printing Preferences) to avoid printing out an unnecessary extra DB4 form.

Print Blank DB4 with Invoice

This does the same thing as the item above except that it also creates the invoice, provided the doctor selects to Fill the Blank DB4 in the window that comes up when the doctor saves out of the clinical window. For more information on how this works see Specifying a Fee to Charge in the Clinical section.

If the doctor does not use this feature then you would select Billing > Fill Blank DB4 Forms to enter the item number to be charged, as per whatever the doctor has written on the blank DB4.

Fill Blank DB4 Forms

Used in conjunction with 'Print Blank DB4 with Invoice', as described above.

Selecting this option will open a list of Sale Items awaiting entry of an item number.

Double-click on each item to open and enter the item number.

Print Pathology DB4

This prints a pathology DB4 form to be sent to the pathology lab.  For example, a specimen request, that the lab has a signed DB4 form for the patient.

Edit Account Type Names

Allows you to edit the Account Type which can be assigned to Patient Accounts.

For setting the fee schedule for account types (other than for Medicare and DVA), see Increasing Fees.