Billing Rules & Charge Bands
A collection of articles related to the configuration of Billing rules and related Charge bands in Meddbase.
Billing Rule - Billing Tag
What is the context? Billing Rules are sets of pricing rules such as those for appointments and services, cancellati...
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Practice Management Part 4: Task Checker, Common Catalogues
What is the context? Meddbase is a complex, multi-layered EMR system, capable of accommodating a wide variety of wor...
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Working with Dynamic Date Range filters for Billing Rules
What's the context? Billing Rules are a powerful feature set in Meddbase which enable you to define available servic...
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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...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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 ...
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Using the 'Provide Services Rule' - An example scenario
What is the Context? Once the Provide Services Rule has been configured there are lots of ways it can be used to mak...
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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...
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Billing Rules - Cancellation Charges Rule
What is the context? If you wish to charge the patient or their preferred payed for cancelling, nor arriving for or ...
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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...
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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...
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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...
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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...
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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...
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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...
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Billing Rules - Multiple Procedure Rule
What is the context? Whenever multiple Procedures are consumed during or outside of an appointment in Meddbase, you ...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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