How do I set billing preferences?
One of the important functions of billing cards in any form, is communicating your billing instructions to either your billing staff – or your future self! Clinical Fox’s digital PDF billing cards are no different to paper or card-based billing tools that you may have used in the past. In addition to capturing a patient sticker, demographic, operation and item number details, all exported PDF billing cards show a prominent billing instruction based on your settings for the case.
Billing instructions can be one of four types:
Bill with a set unit value. This is the default instruction, using one of your preferred unit values as defined in the Clinical Fox app settings. The appropriate unit value is automatically chosen depending on whether this a standard case, uninsured, overseas (non-medicare) or public case. Each type can auto-fill with the same or a pre-set unique unit value. You can also manually set the unit value on a case-by-case basis.
Bill with a fixed set gap. In this case, Clinical Fox will estimate the resulting total fee and effective unit value based on the total number of RVG units.
Bill with a fixed set total fee, for which Clinical Fox will estimate the resulting patient gap/out-of-pocket (depending on their insurance status) and your effective unit value rate.
Bill as a no gap case, using the insurer’s no gap rate. Some fund sources only allow no gap billing (eg. DVA) which will be automatically enforced by Clinical Fox. A case can be set as no gap by either left-swiping on a case on the home screen, or via the no gap icon on the case details screen (M).
This example has as set gap of $150,
with both unit value and total fee dynamically calculated.
Designating a case to be billed by set unit value (default), set gap, or set total fee is performed using the billing fields on the case details screen (O). Tapping any one of the three fields will then designate that field as the fixed billing variable, and the other two fields as dependent variables (shaded-out).
More complex billing instructions or an explanation of your instructions, can be written in the Notes field (see K on the case details screen) of the case record, and will then also appear on the exported PDF billing card. This can, for example, be a good place to record how Informed Financial Consent was provided if this is done on the day of surgery. Extra billing information (eg. workcover documents) can also be attached and optionally embedded in the final exported billing PDF.