Learn how to configure lab services, mark them billable, and automatically link them to patient visit invoices.
Adding Lab Tests as a Service
- Navigate to Services: Select the Service tab at the top of the Administration screen, next to the Department Tab.
- Create a New Service for a Lab Test: Click the +New Service button in the upper-right corner of the screen.
- Fill in the Lab Test Details: Complete all required fields in the pop-up field titled New Service.
- Name (required): Enter the lab test service name, such as Blood glucose test or MRI scan.
- Type (required): Select the service type – Lab Test.
- Price (required): Specify the lab test charge.
- Duration (required): Choose the service duration (e.g., 15 minutes).
- Department(s) (required): Assign the lab test service to one or more relevant departments.
- Status (required): Set the service status to Active or Inactive.
- Comments (optional): Include any extra notes or remarks related to the service.
- Save the Service: Click Create to add the lab test as a service after filling in all the fields.
Editing and Deleting the Lab Test as a Service
- Click the three-dot menu next to the lab test service to choose Edit or Delete.
- Edit: Update the lab test service, including its price, duration, or price, and click the Save button to modify the added details.
- Delete: Permanently remove the lab test from Services (this action cannot be reversed).
Adding Lab Test Charges to the Visit Invoice
- In the Patient tab, navigate to Analyses.
- Choose the required type of analysis you prescribe during the patient visit.
- Check the Billable box to make the service billable and add lab test charges to the visit invoice.
- Click the + Add New Record button to prescribe the lab test.
- Upon the visit’s completion, click the Print Invoice button, and the corresponding lab test charges are automatically added to the visit invoice.
- Preview the PDF invoice file with charges for the services provided during the visit.
- Save or print the invoice using the browser’s print options.
Managing the Additional Invoice Details
- Navigate to the Invoices Tab from the left-side menu. It includes the list of invoices that displays numbers, issue dates, patient names, practitioners, total amounts, and payment statuses.
- View invoice details: Click on the required invoice to open the detailed view.
- The information includes the patient, practitioner, billed services, total cost, and payment status.
- Update the Invoice Status: Choose a status from the dropdown menu: Unpaid, Paid, Claimed, or Cancelled.
- Save changes and print or save the invoice.
💡Notes:
- External lab tests aren’t typically marked as billable, though you can manually enter the required details for analyses requested outside the clinic.