Billing Rules & Charge Bands

A collection of articles related to the configuration of Billing rules and related Charge bands in Meddbase.

Working with Date Range Validity Billing Rules

What's the context? Billing rules are a powerful feature set in Meddbase which represent available services and thei...

Article author
By Dan Jordan
  • Updated

Adding a charge band

If you want certain billing rules to only apply for a particular group of patients, then it is sensible to create a s...

Article author
By James
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Billing Rules - Additional Creditors

What is the Context? Whenever some services need to be invoiced from a billing company that is linked to an appointm...

Article author
By Ryan
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Creating an Online Chargeband

What is the purpose and context of this article? A Chargeband is required to allow patients to book appointments onl...

Article author
By Colin Rixom
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Setting up price lists

In this example, we'll be creating two price lists for our self-paying patients. Our clinic sees two groups of self-p...

Article author
By James
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Adding a Price List to a Charge band

What is the Purpose and Context of this Article? This article outlines adding a Price List to an existing Charge ban...

Article author
By James
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Adding rules to a charge band

In this tutorial, we'll add the price lists we set up earlier to a charge band. What is a charge band? A charge band ...

Article author
By James
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Organising Rules within Billing Rules

A charge band can be made up of a range of different rules, each of which has unique conditions. The order of the seq...

Article author
By Ryan
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How to make new Services available through Billing Rules

What is the context? When new services have been created, they won't automatically be available for booking. There i...

Article author
By Dan Jordan
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Working with the 'Provide Services Rule' to control service availability

What is the Context of this Article? There are different ways that you can control the availability of services for ...

Article author
By Dan Jordan
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Using the 'Provide Services Rule' - An example scenario

What is the Context of this Article? Once the Provide Services Rule has been configured there are lots of ways it ca...

Article author
By Dan Jordan
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Deny Services Rule

For use in conjunction with price lists. Where ‘Provide all services’ is ticked on a price list you may use this rule...

Article author
By George
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Cancellation Charges Rule

The Cancellation Billing Rule, when applied to the relevant chargeband,  will Automatically Generate and invoice, whe...

Article author
By George
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Benefit Maxima Percentage Rule

Define the percentage of the cost the company will pay for each service, the remaining percentage is billed to the pa...

Article author
By Ryan
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Fee Percent Rule

Creates a separate invoice from the primary billing company to another billing company equal to a percentage of the i...

Article author
By George
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How to configure Fee Splitting

What is the purpose of the article? This article explains the two types of fee splits that can be set up in Meddbase...

Article author
By Sarah Kate Daly
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Adding a Patient Self-Book Rule

What is the context of this article? When patients want to book appointments online in the Patient Portal, they need...

Article author
By George
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How to import rule sets to existing charge bands

What is the purpose of the article? This article covers importing an existing rule set to a number of existing charg...

Article author
By James
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Migrating Patients from other Charge Bands

Patients can be moved from one charge band to another in bulk. This may be useful, for example, when deleting a speci...

Article author
By Ryan
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Multiple Procedure Rule

This rule allows you to provide discounts for patients receiving multiple services. This can be calculated in one of ...

Article author
By Colin Rixom
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Working with the Invoice Grouping Rule

What is the purpose and context of this article? You can use the invoice grouping rule if you want: An internal com...

Article author
By Dan Jordan
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Updating TDL price lists

Every year, TDL make changes to their price list. Once this price list is received by us at Meddbase, we import it.Im...

Article author
By Colin Rixom
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Dynamic Price Rule

Creates a rule for a service (or group of services) in which the number of slots remaining in a clinician’s schedule ...

Article author
By George
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Other Rules

There are many rules other than the simple price list to cater for your every billing need, a description of each and...

Article author
By George
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Working with the Price List Modifier Rule

What is the context? There may be situations where you want to modify a Price List by a specific percentage. This co...

Article author
By Dan Jordan
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What Billing Rules are and how to use them

What is the purpose of the article? This article will:- Provide a high-level overview of the different Billing Rule...

Article author
By Orla OHiggins
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Rule Sets

Rule sets allow you to create a 'container' to hold groups of rules. If you find you are using the same rules many ti...

Article author
By Ryan
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Safe Name Rule

It is possible to create 'patient friendly' or discrete names for services. Services applied to an appointment will a...

Article author
By Kacper Gladys
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Membership Schemes - Configuration Overview

What's the context and purpose? Meddbase allows you to set up Membership Schemes on a weekly, monthly or yearly bill...

Article author
By Dan Jordan
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Service Credits Rules - What they are and how to set them up

What is the context and purpose of the article? The Service Credits Rule is a billing rule which limits the number o...

Article author
By Rory
  • Updated