|Invoice||Ctrl / Cmd + I||Allows you to create an invoice for a patient or organisation.|
|Receipt||Ctrl / Cmd + R||Allows you to receipt a payment for a patient or organisation.|
|Receipt by Invoice Number||This allows you to receipt by searching for the invoice number rather than first finding the correct patient or account holder.|
|Receipt by BPAY Reference Number||This allows you to enter an account holder's BPAY CRN to receipt any outstanding debts for that account holder.|
|Search by Invoice Number||Enter an invoice number and automatically be taken to the invoice in the corresponding patient's Account History.
This feature is available in Genie v9.3.4 and above.
|Account History||Ctrl / Cmd + H||This allows you to open the Account History for a patient or organisation.|
|Quick History||This will display a list of all items billed to the highlighted patient during the past two years, the number of times it has been billed and the date it was last billed. This is useful for checking Medicare item numbers which are only permitted to be billed a certain number of times in any two year period.|
|IMC Invoice Wizard||Ctrl / Cmd + Shift + I||This allows you to create an invoice for ECLIPSE. This will only be available to practices who have registered for ECLIPSE.|
|Accept Deposit||This allows you to accept deposits for the selected patient.|
|List Deposits||This allows you to view all deposits that have been accepted and not yet applied to an invoice. You can also modify the message that appears on your deposit receipts by clicking Edit Receipt Message within this window.
Alt + click on the Edit Receipt Message button to return to the default message.
|Print Blank DB4||Ctrl / Cmd + L||This prints a blank DB4 form for the highlighted patient. This allows the doctor to fill in the item number to charge during or after the consult and the patient can sign the form.
This does not create any billing records in Genie. The invoice to Medicare must still be created, deselecting the Medicare DB4 checkbox in your printing preferences to avoid printing this out when invoicing.
|Print Blank DB4 with Invoice||Ctrl / Cmd + U||This prints a blank DB4 form and also creates the invoice. The invoice will have no items on it until the doctor selects the items and ticks the box to Fill Blank DB4 in the 'Send Items' window that appears when saving the clinical file.|
|Fill Blank DB4 Forms||Used in conjunction with the above option. Selecting this option will open a list of all invoices awaiting entry of an item number. Double-click on each invoice to open and enter the item number.
Only one item number can be entered from this window.
|Print Pathology DB4||This prints a pathology DB4 form to be sent to the pathology lab. For example, for a specimen request so that the lab has a signed DB4 form for the patient.|
|Edit Account Types||This allows you to edit the Account Types available for assigning to patients' accounts.
Account Types that cannot be edited are greyed out, otherwise the rest are editable. You can create new account types by clicking on the Add button and entering the new account type name.
Once you have created the new account type, you should use the Increase Fees function in Open > Billing Items to set the fees.
Note: You should ensure that no users are doing any billing when you attempt to make changes to account types.