Billing Rules - Safe Name Rule

Article author
Kacper Gladys
  • Updated

What is the purpose of the article?


This article is designed to inform you of what a safe name rule is, and how it can be used against services and/or appointments you offer. This will allow for you to determine a 'patient friendly' or discrete name on invoices.

Adding safe names through billing rules


When setting up the billing rules in your chamber (more information can be found here What Billing Rules are and how to use them) you have the option to add a 'safe name rule'.

Please note: safe names can only be applied to appointments through billing rules.

This can be found under Admin > Billing Rules. By expanding a company and clicking on '+Add rule', you will be able to select the 'New Safe Name Rule' where these changes can be made.

  • Name - Set the name of the rule (this is name of the rule set, not the safe name)
  • Safe Name Applies When…
  • Primary Doctor is - Rule only applies if a specific doctor is attending
  • Site is - Rule only applies if the appointment is at a specific site
  • Location is - Rules only applies if the appointment is in a specific location
  • Tag is - Rule only applies if the ‘Billing Tag’ for a session is equal to the text field
  • Service Safe Names - Define how the service appears on customer invoices

Setting Required Fields and enforcing .gif

click on the gif to enlarge

Adding safe names through Service Management


A safe name can also be specified by going to Start Page > Admin > Service Management.

By expanding any of the headings on the left of the screen (eg. Test, Product) you can select an item. Subsequently on the right hand side of the screen you will then see an option to choose a safe name. This Safe Name will be how the item appears on invoices when that service is applied.

Safe_Name_Rule_Gif_2.gif

 click on the gif to enlarge

Review date


This article was last updated on 7th October 2024