Record a Visit

Practitioners can create a visit for a patient, add the patient to the patient queue, and initiate the billing process for all types of visits. Alternatively for previous consults, create a visit and bill the patient.

Visit types include visits bulk billed to Medicare, DVA, private, pre-employment, and workers compensation.

A billing type may be:
  • Selected by you when the patient's appointment was first scheduled.
  • Based on a patient's demographics. For example, if a patient has a Medicare number recorded, Medicare is selected. For more information about recording a Medicare number, see Create New Patient Records.
  • Set by the clinician during the consult. For more information, see Add Billing Items for a Consult.
Tip: You can change the billing type at any time, provided you have not already issued the invoice.