After work has been completed on a request, you are able to bill the requester for the items attached to the request, depending on your rights. To be able to bill a requester:
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The request must be finalized.
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The request must be approved (if required).
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An external document retrieval process cannot be in progress.
External document retrieval is only available when your system is licensed for Report Capture for Meditech and configured to retrieve external documents. For more information on external document retrieval, see ROI and Report Capture for Meditech.
To bill a requester for a request:
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From the request, depending on your system settings, a billable request displays one of the following buttons from the Release of Information tab.
Print Invoice is displayed when an invoice has been configured for the request facility.
Mark as Billed is displayed when an invoice has not been configured for the request facility.
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Click the Mark as Billed or Print Invoice button.
Depending on your selection, either the Mark as Billed or Print Invoice dialog box is displayed.
Note:The Mark as Billed and Print Invoice dialog boxes contain the same information.
Any applicable attachment costs are calculated per your system configuration. The Invoice Details lists each applicable pricing policy rule and external item for the request, displaying its description, single-item cost, the quantity attached to the request, and the total cost (the cost multiplied by the quantity).
The following fields of the dialog box are non-editable:
Field
Description
Cost
Displays the total cost of the items displayed in the Invoice Details.
Subtotal
Displays the total cost of the items after adjustment using the following equation: Cost- Cost Adjustment = Subtotal.
Total Amount
Displays the initial total amount due for the request using the following equation: Subtotal + (Subtotal x Tax) + Shipping / Handling = Total Amount.
Amount Paid
Displays the total amount of any payments the requester has already made.
Amount Due
Displays the current amount due from the requester after payments using the following equation: Total Amount- Amount Paid = Amount Due.
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If you clicked the Mark as Billed button in step 3, the process is complete, and the status of the request is changed to Awaiting Payment.
If you clicked the Print Invoice button in step 3, the Print Invoice dialog box is displayed.
Note:You may experience different behaviors, depending on your system settings. If the generated invoice is displayed, you must choose to accept the invoice before moving on. If you are prompted to upload the invoice, you must manually upload the invoice to the system before moving on. For more information on either of these contexts, see Working with System-Generated Documents.
