Set up companies and HMOs to bill

Register employers and HMOs, then bill them on terms instead of the patient.

Useful for Clinic admin Doctor

  1. Open Billing in the side bar and go to Companies & HMOs. Choose Add a company or HMO.
  2. Pick what it is Billed as (a company or an HMO), and enter the Name, Contact person, Billing email (statements are emailed there), Phone, TIN and Address.
  3. Set the Payment terms: how long the payer has to settle a statement.
  4. Choose how its Statements go out: The clinic's schedule, or its own (By hand, Every 15th and end of month, End of each month). The clinic's schedule is set at the top of the list, under Statements go out by themselves.
  5. When you bill a patient, set Billed to to the company or HMO on their Billing tab. The invoice is then settled by the payer, not the patient.
  6. Choose a payer to see what it owes and how late; Email statement sends its Statement of Account now. Packages and Fee schedule set what it pays for tests and bundles.

Common questions

Which plans include company and HMO billing?

It is part of Clinic Pro.

Can I remove a company I no longer bill?

Untick In use in its Details instead: it leaves the lists, and past invoices keep their record.

Bill a patient and record payment Make an invoice from the patient's Billing tab, send a payment request, and record what was paid. Review invoices and payments in Billing Check payment proofs, chase unpaid invoices, and see what each payee has received. Set up how patients pay you Connect PayMongo or add your GCash so payment requests and online payments work.

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