Bill a lab order

Take the payment for a lab order at the lab counter, or put it on the patient's panel, and print the receipt.

A walk-in lab order is paid on the order itself. Billing posts the lab revenue, links the bill to the order and prints an 80 mm receipt. Tests already paid at the Billing Counter are left out.

Before you begin

• Your cash shift is open on Cash Register. Billing is refused without an open shift, unless the bill goes to a panel.
• Payment methods such as Cash and Bank are set up. See Payment Methods.
• You need Bill Lab Tests. A discount also needs the permission to apply discounts on hospital bills. See Users & Roles.

Where to find it

Open Laboratory → Work → Lab Orders and click the order.

Bill the order

1. Click 💵 Bill.
2. Check the Total. A home visit adds a Home sample collection line.
3. Choose the Payment Method.
4. Type a Discount if one applies.
5. Click Collect & Bill.

The order header now shows ✓ Billed and the receipt prints. It lists the lines as billed, at the payer's price, with the home-visit fee. It shows a payment only for money actually taken. You can bill at any stage before the order is cancelled, so most labs bill when the patient books.

Bill to the patient's panel

When the patient is registered under a panel, insurer or scheme (see Panels & Insurers), the window shows a Bill to box with the panel's name.

1. Tick Bill to. Nothing is collected now, so no payment method or open shift is needed.
2. Click Collect & Bill.

The panel's own test prices are used where it has them. A panel's bill goes on its monthly invoice; an insurer's or scheme's bill is claimed under Claims.

Orders for admitted and emergency patients

An order made for a ward or emergency patient goes on the patient's hospital bill. It is settled at discharge or at the billing counter, not here, so the order has no 💵 Bill button.

What happens in the books

EloERP posts a lab bill voucher:

• The cash or bank account of the payment method is debited with the net amount. For a panel bill, the panel's receivable is debited instead.
• Laboratory Revenue is credited with the total before discount.
• A discount is debited to Discount Allowed.

The payment also counts in your cash shift and its X and Z reports.

Common questions

Billing says to open my cash shift. Open your shift on Cash Register, then bill again.

The Bill button is missing. The order is already billed or cancelled, it is on a ward or ER bill, or your role cannot bill.

It says No billable tests on this order. Every test left on the order was paid at the Billing Counter. Nothing more is due here.

Can I cancel a billed order? No. Void the bill first, then cancel the order.

Can I bill only some tests? No. The bill covers every test on the order that is not cancelled and not already paid at the Billing Counter.