Syllabus

1. Invoice Level ( 7 Tabs are important )
2. Patient Level
3. Sales Order

Invoice Level ( Overview )

Sales Order

<aside> 👻

This is to correct the Future Billing and ( Financial | History | Documents | Items ) Same like Patient level just say ( This _________ is for Particular this Sales order

! Never confirm pickup order ( in patient level ) and never make the sales order in hold

</aside>

Orders Tab

• Tracking Id Section

  1. Delivery Ticket can be obtain from here

• General Section

  1. Scheduled date : is to confirm here from Rental Item Doc Verification
  2. ❎ manual hold never ( we only stop )
  3. How to Stop → By adding stop date and stop reason
  4. Sales order Status ( Orders tab right side )
  5. POS ( Place of Service )

Below general section you can check →

Who Created and Confirmed the Sales Order

Clinical Tab

1. Check the DX Codes (ICD) and update
2. Ordering doctor change ( for future billing )