Invoices and Finance Management

How to add custom payment types

How to create a custom payment type From time to time, you may wish to recreate a custom payment type you previously removed from the list, or to add a new one for things like e-transfer. To do this, follow these steps. 1. Go to Website Control > Settings. 2. Click on the "List Items" tab. 3. Switch the drop down menu from "Patient Type" to "Payment Type." 4. Give your new payment type a name by typing in the empty box at the bottom of the list. Note: If you are wan...

How do I round my prices?

Why can't I make all my prices an even number? We often we see practitioners wanting to promote a nice even numbered fee that is inclusive of applicable taxes (GST/HST). Unfortunately, depending on the price point you are trying to achieve and your local tax rate, this is not always possible. Taxes are calculated within the system using standard accounting practices which are based on the rules set out by the various governing tax agencies. As an example, CRA in Canada defines that GST / HS...

How to obtain the information required for eClaims setup

How to obtain the information required for eClaims setup: If your practice is already registered to eClaims: If you are already using eClaims via the Telus Health webportal, you must contact TELUS Health Support via email at tier2servicedesk@telus.com (mailto:tier2servicedesk@telus.com) to obtain the “Provider Spreadsheet for Software Vendor”. This spreadsheet contains all the information required to setup a new practitioner, such as work location ID, Provider ID, Organization ID, etc… P...

How to run a pre-determination check on a patient’s e-Claims coverage from the month view.

How to run a pre-determination check on a patient’s e-Claims coverage from the month view. Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. You can find a tutorial on how to do that here. (http://www.mindzplaysupport.com/931494-How-to-configure-Telus-Health-eClaims) From time to time, you may wish to determine a pa...

How to run a pre-determination check on a patient’s e-Claims coverage from the clinic view.

How to run a pre-determination check on a patient’s e-Claims coverage from the clinic view. Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. You can find a tutorial on how to do that here. (http://www.mindzplaysupport.com/931494-How-to-configure-Telus-Health-eClaims) From time to time, you may wish to determine a p...

How to void an eClaim

Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. From time to time, you may need to void a claim due to errors, etc.. To do this, follow the steps below. Note: Invoices can be voided only on the same day they were submitted originally. If you are having problems with e-Claims, it is recommended you review our troubleshooting document before you void your claim. To review that, click here. (http://www.m...

Troubleshooting Telus Health eClaims

Troubleshooting Telus Health eClaims Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. You can find a tutorial on how to do that here. (http://www.mindzplaysupport.com/931494-How-to-configure-Telus-Health-eClaims) When billing to eClaims, there are several common issues you may encounter when attempting to submit...

How to configure Telus Health eClaims

How to configure Telus Health eClaims Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. Once eClaims is active on your site, you will see a new “Provider” tab available from Website Control > Clinic Settings. Begin by navigating to the “Provider” tab and click on the Add New button. In the resulting pop ...

How to reconcile an eClaims treatment

How to reconcile an eClaims treatment Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. You can find a tutorial on how to do that here. (http://www.mindzplaysupport.com/931494-How-to-configure-Telus-Health-eClaims) Once a treatment has been billed to Telus Health eClaims, an entry is created in your insurance report...

How to create an eClaim

How to create an eClaim Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. You can find a tutorial on how to do that here. (http://www.mindzplaysupport.com/931494-How-to-configure-Telus-Health-eClaims) Before you can bill a treatment via eClaims, you must first create the claim. This tutorial will take you through the s...

How to check out an eClaims invoice from the Month View

How to check out an eClaims invoice from the Month View Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. You can find a tutorial on how to do that here. (link) To bill a treatment to eClaims, an appointment must exist for that patient within the past 31 days, as Telus Health eClaims requires this information to pro...

How to check out an eClaims invoice from the Clinic View

How to check out an eClaims invoice from the Clinic View Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. You can find a tutorial on how to do that here. (http://www.mindzplaysupport.com/931494-How-to-configure-Telus-Health-eClaims) To bill a treatment to eClaims, an appointment must exist for that patient within the ...

How to check out an eClaims invoice from Patient > Accounts

How to check out an eClaims invoice from Patient > Accounts Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. You can find a tutorial on how to do that here. (http://www.mindzplaysupport.com/931494-How-to-configure-Telus-Health-eClaims) To bill a treatment to eClaims, an appointment must exist for that patient withi...

How to create a patient account statement

How to create a patient account statement: From time to time, patients may require an account statement showing all their treatments during a given period. To create one, follow these steps: 1. Go to Patient > Accounts 2. On the resulting page, click on the "History" tab. 3. Select a date range using the From and To fields and click "Find" to narrow your client history to only the period you wish to create a statement for. You can further narrow these results using the Practitioner and...

How to e-mail a treatment invoice / receipt

How to e-mail a treatment invoice: From time to time, patients may require you to send them their invoice / receipt for a treatment via e-mail. To do this, follow these steps: 1. First, create a patient invoice / receipt. You can do this from the calendar using the check-out shortcut (click for more on that here) or you can begin an invoice from scratch. (Click here for a tutorial.) 2. Once your invoice has been posted, click the e-mail button. This will automastically send the invoice to t...

Working with Gift Certificate Sales?

Working with Gift Certificate Sales! When someone has purchased a certificate from your website, Practice Jewel will notify you of the sale by email, and a purchase notification will appear in the message center on the desktop area of your website. In most cases, your website will receive payment confirmation from your PayPal account. In this case here is what happens... 1. The Gift certificate is automatically created with a unique gift certificate number. 2. It is immediately ...

How to create financial reports

How do I view and print financial reports about my practice?" NOTE: This option is only available to users that have "Administrative" privileges enabled on their user account. The reports area offers a number of predefined accounting reports that are intended to give you insight into your practice's revenue generation. Revenue reports can be organized in a number of ways, such as by date, by client or by therapist. Here's how it works... Navigate to Reports >> General Reports Select...

Redeeming Gift Certificate

How to Redeem Gift Certificates! Once treatment has been received by the Gift Certificate recipient, you can bill the treatment against the gift certificate in the invoice system. Follow these steps... 1. Create an invoice for the customer's treatment by “Checking Out” the appointment as you normally would. 2. On the resulting page, click on the green plus icon beside add payment method. 3. In the resulting window, open the “Gift certificate” section. 4. In...

Setting up Gift Certificates

Setting up Gift Certificates Offering the online sales of gift certificates, to be used in your practice, is a convenient and cost effective service you can offer your clients and the general public at large. Whether for therapeutic purposes or simply relaxation, massage treatments make a great gift for any occasion. Practice Jewel allows you to easily promote, sell, deliver and manage the redemption of gift certificates. The gift certificate module works in conjunction with a PayPal merchan...

How to configure Insurance Providers

The Third Party billing module enables you to create, reconcile and manage patient insurance claims. Before completing this tutorial on how to configure your insurance providers, please first visit this tutorial (https://mindzplay.ladesk.com/958868-Working-With-Clinic-Settings) on how to configure your clinic settings and generate regular services. Note: This is an optional module available for an additional fee. To learn more about how to add the module to your account, please call client ...

How to reconcile an insurance claim.

The Third Party billing module enables you to create, reconcile and manage patient insurance claims. Note: This is an optional module available for an additional fee. To learn more about how to add the module to your account, please call client care at 1 (888) 373-6996 for more information. When you receive funds from an insurance provider and need to reconcile a treatment, follow these steps: - Go to Reports >> Insurance - Click on the “Reconcile” tab - If nece...

How to Print Third Party Insurance Statements

The Third Party billing module enables you to create, reconcile and manage patient insurance claims. Note: This is an optional module available for an additional fee. To learn more about how to add the module to your account, please call client care at 1(888)373-6996 for more information. To print existing statements, follow these steps: - Go to Reports >> Insurance - Use the provided search fields to select the date range, practitioner, etc… that you wish to print and clic...

How to create a treatment bundle

How to create a treatment bundle Your practice management system includes tools to efficiently track the sale and redemption of treatment bundles. To create a treatment bundle, navigate to Website Control >> Clinic Settings. Next, click on the “Bundle” tab. Much like services, bundles need a code and description to help you select them. Begin by entering a memorable code as well as a name for the bundle. Next, select a service to include in the bundle from the drop down menu. ...

How to sell treatment bundles to patients

How to sell treatment bundles to patients Once you have created a bundle, you can sell it to your patients. For information on how to create a bundle, click here. This tutorial will guide you through the process of selling a treatment bundle to a patient after it has been created. Navigate to Patient >>> Accounts By default, the last patient you were working with will already be selected. If not, you be asked to choose a patient from your database. If you do not see them in the l...

How To Invoice Treatments against a Bundle?

How to redeem treatment bundles Once you have sold a patient a treatment bundle, they can redeem it for any treatment included in the bundle. This tutorial will guide you through the process of redeeming a treatment bundle after it has been sold to a patient. To begin, you must create an invoice for the patient treatment: To create an invoice, simply navigate to Appointment >> Patient Appointment. Next, click on the “Checkout” button in the Today's Appointments shortcut menu to cr...

How to delete a claim

The Third Party billing module enables you to create, reconcile and manage patient insurance claims. Before completing this tutorial on how to delete a claim, please first visit this tutorial (http://www.mindzplaysupport.com/386332-How-to-configure-Insurance-Providers) on how to configure the module if you have not done so already. Note: This is an optional module available for an additional fee. To learn more about how to add the module to your account, please call client care at 1(888)373-6...

How to Create a Invoice from Outside Calendar?

How do I create an invoice from outside the calendar? Everything you do should be a reflection of your practice's professional brand, with this in mind the system provides all the tools you need to quickly and easily generate professional looking invoices for every appointment. This tutorial will guide you through the process of creating an invoice directly from the invoice area of the system. Navigate to Client >>> Accounts By default, the last client you were working with will ...

How to create a claim

The Third Party billing module enables you to create, reconcile and manage patient insurance claims. Before completing this tutorial on how to file a claim, please first visit this tutorial (https://mindzplay.ladesk.com/386332-How-to-configure-Insurance-Providers) on how to configure the module if you have not done so already. Note: This is an optional module available for an additional fee. To learn more about how to add the module to your account, please call client care at 1 (888) 373-699...

How do I create a split payment when billing?

How do I create a split payment when billing? The system's invoice system allows you specify more than one payment method. This is useful both when clients are making payments split between two payment methods (ie. cash and credit card), and where insurance billing is involved. This tutorial will show you how to use split payments on your appointment invoices. For information on how to create an invoice from scratch, click here (https://mindzplay.ladesk.com/964258-How-to-Create-a-Invoice-from...

How do I create a basic invoice for a treatment appointment?

How do I create a basic invoice for a treatment appointment? Practice Jewel provides all the tools you need to quickly and easily generate professional looking invoices for every appointment. This tutorial will guide you through the easiest method of creating a client invoice from a treatment appointment you have in your calendar. To create an invoice, simply navigate to Appointment >> Patient Appointment Next, locate the patient's name in the today's appointments section of the c...