Billing Accounts in Front Desk can be configured to manage and support the billing of items and services to third parties.
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Using NDIS as an example, we will setup a Standard Account, secondary Billing Account and a Treatment Plan to manage the additional account information and funding.
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​Step 1:
​Login to Front Desk as the Admin user.
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​Step 2:
Navigate to the Advanced tab of System Information and confirm you have Multiple Accounts per Patient enabled.
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If this feature was not enabled, please note you will need to restart Front Desk before the change takes effect.
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​Step 3:
Open the Standard Accounts tab of System Information.
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From the Accounts sub-tab, click Add to create a new standard account.
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Enter the Account Name and Billing Details, then select the information you would like to Print on Accounts.
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In this example we have titled the account ‘NDIS’.
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Click Close and Save the changes made.
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​Step 4:
From the Billing Details tab of the patient file, click New Acc then select the created NDIS account.
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This will add a dedicated NDIS billing account to the patient file, which can track transactions and store additional information relating to the account.
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​Step 5:
From the added NDIS account, enter any relevant Other details such as the account or claim number.
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These details will be printed on statements and invoices generated from this account.
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​Step 6:
Click Treat. Plan to add a treatment plan to the account.
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By selecting the By Value option you can track the funding available to this account.
In this case we are allocating $500.00 to the account, and will receive a warning after $450.00 has been used.
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If required, the Treatment Plan can also be configured to only track certain Item Codes, Schedules or Item Groups.
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I hope this helps in managing your various third-party payers, including the NDIS.