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Create an OPD bill

Bill an outpatient for a consultation or service, take the payment and print the bill in one go.

An OPD bill lists the services an outpatient has taken and records what was paid. You create it on the bill form, which opens from the Billing Dashboard. A bill made without an appointment is called a Direct Invoice.

note

Who can do this: cashier and front desk staff with billing rights

Where: Billing › Billing Dashboard › Add

Before you start​

Create the bill​

  1. Go to Billing › Billing Dashboard. The Billing Dashboard with the Add button
  2. Click Add. A blank bill form opens with Visit Type set to Direct Invoice. The blank bill form
  3. Type the patient's CR number, name or mobile number in the box at the top left and pick the patient from the list. Searching for the patient by CR number
  4. Select the Department, the Clinic/Location and the Doctor Name. All three are required. The patient's name, age and gender show in the blue bar. The patient and the department, clinic and doctor selected
  5. Type at least three letters in Service Name. The list shows each matching service with its price. The service search showing the price
  6. Pick the service and click Add next to it. The service appears under Invoice Items and the Grand Total updates. The service added to Invoice Items
  7. On the PAYMENT tab, keep CASH PAYMENT selected. Collected already shows the bill amount. Click the Add button below it. The payment moves to PAYMENT DETAILS and Due becomes 0. The cash payment added, with Due at 0
  8. Click Save & Print. You see Record saved successfully and the bill opens as a PDF with its receipt number. The printed bill with the payment summary
  9. Close the preview. You are back on the Billing Dashboard, and the bill shows with the status Invoiced.
tip

To save without printing, click the arrow beside Save & Print and choose Save.

Bill a patient who has an appointment​

  1. On the Billing Dashboard, keep Status Type as Pending for Invoice and click Search. The list shows checked-in patients who are not billed yet.
  2. Click the three dots at the end of the patient's row and choose Create Invoice. The bill form opens with the patient, department and doctor filled in.
  3. Add the services and the payment as in steps 5 to 8 above.

Troubleshooting​

What you seeWhat it meansWhat to do
Please select patient!No patient is selected on the bill.Search for the patient in the box at the top left and pick one.
This field is required.Department, Clinic/Location or Doctor Name is empty.Fill the field marked in red and save again.
Service Already Exist!The service is already on this bill.Change the Quantity on the existing line instead.
Total payment amount is not matched with total service amountThe payments added are less or more than the bill amount.Correct the payment lines, or take a part payment.
Please clear all payment details firstYou tried to add a service after adding a payment.Delete the lines under PAYMENT DETAILS, add the service, then add the payment again.