Nopali Help

Using the Patient Billing View

The Patient Billing module in Nopali allows you to enter and manage patient billing data. Note: This module is designed for cash transactions only and does not handle insurance billings. For insurance billing, refer to the separate module here.

To access the Patient Billing view, click on the Patient Billing toolbar item:

Patient Billing Toolbar Item

Viewing Billing Data

The Patient Billing view consists of a billing table and several action buttons:

Patient Billing View

The billing table displays a list of transactions. A key concept to remember is that all entries are recorded as 'receivables.' The table also maintains a running balance:

• A positive balance means the patient owes money.
• A negative balance means the patient has overpaid or has a deposit on account.

Three main action buttons are available in this view:

Print, Add, and Attachments Button

• Print: If rows are selected, only the selected entries will be printed. If no selection is made, the entire table will be printed. You can also generate a receipt for a payment entry.
• + (Add): Used to create new billing entries.
• Attachments: Allows adding related documents to a billing entry.

Creating a Billing Entry

Clicking the + button opens a menu to create different types of billing entries, including Payments, Charges, Adjustments, and Reimbursements.

• Payment: Selecting this option opens a sheet where you can enter payment details.

Payment Entry Panel

• Charge: This option allows you to enter a charge for services rendered or products provided.

Charge Entry Panel

Charges can only be applied to Products (Goods & Services). For more details, refer to:

• Products
• Price List
• Price List Packages

Modifying Billing Entries

Billing entries cannot be edited once created. If changes are needed, delete the incorrect entry and create a new one as a replacement.