How to use HealthScore

Generate Bill
Book Appointments

Generate patient bills or invoice

How can I generate a bill for a patient?
  • Once you check in a patient, the bill for the visit is automatically created.
  • Add bill items, such as procedures, medications, or services, along with the quantity and respective charges.
  • Once all the billing items are added, you can capture the payment and print the bill by
    clicking the print icon on the bill and hand over it to the patient.
  • Watch a video to know how this works –https://youtu.be/DnsWeqBBuEc
What should I do if i added wrong bill items?
  • If you add any bill item by mistake, you can remove it by clicking the cross icon and
    adding the correct bill item again.
  • You can find the cross icon just next to the billing item that you have added.
What should I do if I have added an incorrect quantity for items on the bill?
  • Go to the billing section in the software.
  • To edit the bill item, you have to click the pencil icon next to it and update the quantity.
  • After saving the changes, the quantity will be updated, and you will see the updated
    quantity on the bill.
How can I apply for a concession after adding an item to the bill?
  • Please make sure you are in the billing section in the software.
  • To add a concession to the bill item, click the pencil icon next to it and enter the
    concession amount.
  • After saving the changes, the concession and billed amount will be updated, and you will
    see the revised amount on the bill.
How can I update the price of an item after adding it to the bill?
  • To update the price of the bill item, click the pencil icon next to it and enter the amount.
  • After saving the changes the billed amount will be updated and you will see the same on the bill.
How to capture the payment in the bill?
  • Please make sure you are logged in to the software and you are on the billing module in
    software.
  • After adding the bill items to the bill, you need to click the ‘PYR’ button on the billing page or enter a bill item as ‘Payment received,’ select the payment method
    from the dropdown, enter the amount, and add it to the bill.
How do I enable automatic payment capture?
  • On the patient’s billing page, you will find the ‘Share payment link’ option if the billed amount is greater than 0.
  • When you click on it, the patient will receive an SMS with a payment link on their
    registered mobile number.
  • When the patient makes the payment through the link, payment will be automatically
    recorded on the patient’s bill.
  • If you do not see the ‘Share payment link’ option and would like to enable automatic
    payment links, please contact your administrator and you may also contact the
    HealthScore customer support team for more information.
How can I change the payment method after entering payments?
  • Once you have entered a payment in the patient’s bill, you cannot change the payment
    method directly.
  • The only way to adjust it is to add a payment refund for the recorded payment method
    and then add ‘Payment Received’ entry with the correct payment method.
  • The payment refund button is located in billing module just below the billing items field.
How can I correct the payment that was accidentally entered twice?
    • If a payment is accidentally recorded twice, you cannot remove it directly.
    • To correct the duplicate payment, you must add a ‘Payment Refund’ with same payment
      method entry to the bill. This will adjust the recorded payment amount in the bill.
    • The payment refund button is located in billing module just below the billing items field.
How can I add additional bill items after I have printed and closed the bill?
      • On the patient bill, click on ‘Actions’ and select ‘Add new bill.’
      • A new bill will be created for the same visit.
      • You can now add bill items and enter payments in the new bill without affecting the previously closed bill.
How do I record missed billing items/payments after the patient has checked out?
      • Open the bill associated with the visit.
      • Add or remove bill items as needed.
      • Enter payments or make billing adjustments within the bill for the next 60 days. Please note that billing adjustments can only be made for the latest bill and not for older bills.
Can I add discounts for individual items on a patient's bill?
      • Yes, You can add discounts based on percentages or fixed amounts to individual items while adding the bill items to the bill.
      • If you want to apply a discount after adding an item to the bill, you can click the pencil icon to edit the item and add the discount.
How can I apply discounts to the patient's bill instead of applying discount to individual items?
      • On the billing page, click the ‘Waiver’ button or add a ‘Payment Waiver’ billing line item. Specify the amount and approver for the waiver.
      • If you do not see the “Waiver” option, please contact your administrator to enable it.
What should I do if I want to change the consulting doctor?
      • Add the new doctor’s consultation item to the patient’s bill.
      • Remove the previously added consultation items for the previous doctor.
      • If the patient did not consult any doctors and there are other reasons for the visit, add “Consultation – Other Reason” to the bill and remove any previously added consultation items.
      • By following these steps, you can update the consulting doctor on the bill accordingly. However, please note that you must first add new billing items
        and then remove the previous ones – this process must be followed.
How can I proceed if a patient has paid part of the amount billed?
      • When you enter the payment for the amount received, the system marks the remaining balance as an outstanding payment.
      • This outstanding amount will be carried over to the next bill when you next check in with the patient next time.
      • The outstanding amount remains until the patient pays and settles the invoice.
How can I check a patient's previous bill to see billing details?
      • On the Active Visits/Search page, open the patient’s record by clicking on the patient’s name.
      • You will find a visit history for the patient. All of the patient’s visits are listed there, and you can open the bill by clicking on the selected visit.
How can I add more payment methods on the billing page while entering payments?
      • You can add additional payment methods on the application settings page.
      • If this option isn’t available, please contact your administrator to have it added
How can I remove an incorrect consultation item added to the bill after checkout a patient?
      • You can add ‘Consultation – Other Reason’ by selecting the ‘Add bill item’ option and remove the incorrect doctor’s consultation item from the bill using the billing adjustment option.
      • Following these steps will allow you to remove the incorrect consultation item from the bill after the checkout process
How can I add a new bill item at the time of bill generation?
      • Bill items can be created on the price list page.
      • Please contact your administrator to create new bill items.
      • Once created, all items list will appear on the billing page and you will be able to select these items and add it to bills for the patients.
Can I add another doctor's consultation when the patient is check in with a doctor?
      • Yes, you can add the desired doctor’s consultation to the bill.
      • On the billing page select the consultation item and Doctor’s name.

Book patient appointments

How can I book an appointment for a patient?
      • Go to the Appointment booking page
      • Enter the doctor’s name and select the name from the dropdown list.
      • Select the desired appointment date and time from the calendar on the left-hand side
      • Choose the appointment type: ‘In person’, or ‘Online Consultation’, or ‘Home Visit’
      • Enter the patient’s name, patient ID, or mobile number, and select the details from the dropdown if the patient is already registered in the application, then proceed with appointment booking.
Is it possible to book appointments for unregistered patients?
        • Yes, you can book
        • For new patients, a quick registration with name and phone number is sufficient to book an appointment. You can then update the patient’s information after the booking is complete.
How can I book recurring appointments?
      • On the appointment booking page, after selecting the appointment type as ‘In person,’ you will find an additional option labeled ‘Recurring appointments.’
      • You can choose the frequency (Daily/Monthly/Weekly), specify an end date, and select the appointment time.
      • After confirming, appointments will be booked for all the selected days, and both the doctor and patient will also receive an SMS confirmation.
      • Also, please note that you can book recurring appointments only for in-person appointments.
Can patients book their appointments through the hospital mobile app?
      • Yes, patients have the ability to book appointments.
      • Upon logging in to the mobile app, patients need to click on the ‘Chatbot’ option available on the home screen. Within this option, they will find a ‘Book Appointment’ feature.
      • Patients have to select the Appointment type as in-person or online consultation.
      • Once selected, they will be able to view a list of doctors to choose from, along with available time slots.
      • After slot selection, patients have the option to make immediate payment upon booking to confirm their appointment.
When I tried to book online appointments for a doctor, I got an error as “No online consultation package available for the doctor. Please create one in the price list page”. What steps should I take to resolve this error?
      • You need to set up online consultation charges for the doctor.
      • Go to Price List to create consultation charges and packages.
      • If you don’t have access, please check with your admin user to create the package for the price list page.
      • Once these steps are completed, you will be able to proceed with booking online appointments.
If a patient is not paid for an online appointment and wishes to cancel the booked appointment, how to cancel it?
      • Go to the ‘Manage Appointments’ page.
      • Select the date and check the ‘Blocked Appointments’ checkbox.
      • The appointment details will be displayed, click on the ‘UNBLOCK’ button to cancel the appointment.
      • Once you cancel the appointment, the patient will receive a cancellation SMS to their registered mobile number and an appointment cancellation notice in their Mobile app.
      • Once you unblock the appointment, the slot will become available again, and you can assign the same slot to another patient.
If a patient books an online appointment with a doctor and has made the payment, what if they wish to cancel the appointment and request a refund?
      • Go to the ‘Manage Appointment’ page.
      • Select the specific appointment from the list by selecting the date and proceed to cancel it by choosing the cancellation reason.
      • Open the patient’s bill in which the payment and package have been added, add a payment refund entry for the corresponding amount, and remove the online consultation package through billing adjustment.
      • Also, please make sure that you have refunded the amount to the patients account. You cannot initiate refunds from the application.
      • If the patient wants to use the payment for the next online session, you no need to update the bills. The purchased package will be in the patient’s bill and will be reused when you book the next online appointment.
Have booked an online appointment for a patient, and the patient has made a direct payment to the hospital account. How can I add the payment details to confirm the appointment?
      • Check in the patient using the ‘Other Reason’ category.
      • Record the payment received (PYR) in the bill and add the online consultation package to the bill.
      • Completing these steps will confirm the appointment
A patient has booked an appointment with doctor 'A' and has already made the payment. If she wishes to cancel the appointment and consult another doctor, 'B'. How can I handle the scenario?
      • Go to the ‘Manage Appointment’ page and proceed to cancel the appointment.
      • Go to the ‘Appointment Booking’ page and select doctor ‘B’, along with the desired date and time. Then, confirm the appointment booking.
      • Please note that there won’t be a payment requirement if both doctors belong to the same specialty, i.e., the same online consultation type and the same price.
      • If it is a different package, then you have to remove the online consultation package through billing adjustment in the latest bill.
      • Go to the ‘Appointment Booking’ page and select doctor ‘B’, along with the desired date and time. Once an appointment is booked, it will confirm if the paid amount is equal to or greater than the consultation charges for the booked appointment.
      • Otherwise, the patient will receive a payment link to pay the balance amount to confirm the appointment
How can i reschedule the booked appointment?
      • Go to the ‘Manage Appointment’ page and select the appointment.
      • Click on the pencil icon next to the appointment time. If you want to reschedule it for the same day, click on the dropdown to select the available timeslots.
      • If you want to reschedule it for another day, click on the date on the left side, choose a date from the calendar, and select an available slot for the selected day.
      • Once you reschedule, both the doctor and the patient will receive an SMS notifying them that their appointment has been rescheduled.
If a patient books an online appointment with a doctor, makes the payment, but does not join the call and cannot be reached, and the appointment is marked as a 'no-show,' what is the meaning of this?
      • No-show refers to a situation where a patient who has scheduled an appointment and failed to attend the session without providing prior notice or canceling the appointment.
      • For ‘no-show’ appointments, we cannot reuse the available quantity in the purchased package. If the patient books an online appointment next time, they will have to pay for it.
The patient is waiting for the doctor to start the online consultation, but the doctor needs an additional 5 minutes to complete the ongoing consultation. How can I inform the patient to wait?
      • In Manage appointments page, select the doctor’s name, and it will display the list of appointments for that doctor and then, select the patient’s name.
      • Next, select the checkbox next to the appointment time and click the ‘Inform Delay’ button.
      • The patient will receive an SMS notification that their appointment will be delayed.
      • Please note that this ‘Inform Delay’ option is available only for Today’s date.
Is it possible to set up prepaid inperson appointments for doctors?
      • Yes, you can book.
      • Go to the Appointment Booking page and select the doctor’s name and appointment time.
      • Choose the appointment type as ‘In-person and select a package from the list displayed.
      • Enter the patient’s details and continue booking the appointment.
      • If you do not see any packages, please check with your admin to create in-person appointment packages for doctors in the price list page.
I have booked an in-person consultation for a patient, and the patient has also made the payment through the payment link received. The patient wants to reschedule the appointment to another day. How can I handle the payment?
      • The paid amount will be recorded in the patient’s bill along with the package.
      • If the patient consults the doctor next time, the amount will be adjusted against the consultation fee.
An online consultation was booked for a patient, and the patient joined the call but was unable to continue due to network issues. How can a free online consultation be scheduled if the doctor does not want to collect a consultation fee for the next appointment?
      • Check in the patient as ‘Other Reason’ and add an online consultation package for the doctor to the patient’s bill with a 100% concession.
      • Alternatively, you can add the package without a concession and then apply a waiver for the online consultation package amount.
      • Book an online appointment for the patient with the same package. The appointment will be confirmed, and the patient won’t need to pay for it.
Is it mandatory to select the latitude and longitude while booking Home Visit Appointments?
      • Yes, it is mandatory.
      • When booking home visit appointments, you have to enter/select the latitude and longitude of the patient’s location from the google map displayed.
      • These details will be used to identify the patient’s location when the therapist visits the patient.
How can i reschedule the booked appointment?
      • Go to the ‘Manage Appointment’ page and select the appointment.
      • Click on the pencil icon next to the appointment time. If you want to reschedule it for the same day, click on the dropdown to select the available timeslots.
      • If you want to reschedule it for another day, click on the date on the left side, choose a date from the calendar, and select an available slot for the selected day.
      • Once you reschedule, both the doctor and the patient will receive an SMS notifying them that their appointment has been rescheduled.
A patient booked an online consultation and paid for it but now wants to meet the doctor in person. What should I do?
      • Cancel the online appointment and book an in-person appointment.
      • If the price of the in-person and online consultation is the same, then follow these steps.
      • Open the patient’s bill and select billing adjustment.
      • Remove the online consultation package which was purchased already.
      • Once patient consults the doctor, you have to check in the patient against the doctor with ‘Consultation’ , it will be adjusted against the outstanding amount.
How can I send appointment messages/reminders to patients about their appointments?
      • Patients will receive an SMS once the appointment is booked.
      • Additionally, they can view their future appointments in the hospital’s patient mobile app.
      • If the patient has registered their email address with the hospital, they will also receive notifications via email, and they can add the appointment to their calendar to receive reminders.
The patient needs additional time for the session, and the doctor suggested charging double the amount for the extra session. Should I book two appointments, or how can I handle it?
      • You need to book two appointments for the same day.
      • Check in the patient as ‘Other Reason’ and add the online consultation package to the bill by editing the price to double the amount and ask the patient to pay for it.
      • Book an online appointment for the patient, and it will be confirmed automatically since the package is already added to the bill.
Due to issues with the app, the patient could not join the online call through the app. Is it possible to share a meeting link to join the call?
      • Go to manage appointments page and select the appointment from the list of appointments.
      • You will see a ‘Copy Link’ option next to the patient’s name. Click on the icon to copy and share the link with the patient through WhatsApp, email, or text message.
      • In case you are unable to see the option, please ask your admin to enable the permission.
A patient booked an online consultation and paid for it but now wants to meet the doctor in person. What should I do?
      • Cancel the online appointment and book an in-person appointment.
      • If the price of the in-person and online consultation is the same, then follow these steps.
      • Open the patient’s bill and select billing adjustment.
      • Remove the online consultation package which was purchased already.
      • Once patient consults the doctor, you have to check in the patient against the doctor with ‘Consultation’ , it will be adjusted against the outstanding amount.