Shortcut for new 3rd Party Bill from schedule (Ontario)

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In busy clinics, staff and doctors are frequently needing to create 3rd Party invoices for patients on the schedule throughout the day.

The conventional (click-heavy) method of creating such invoices is:

  1. Click “M” to go to patient’s Master Record from schedule screen
  2. “Create Invoice”
  3. Select the billing physician
  4. Change bill type to “3rd Party”
  5. Change bill form to your private pay billing form
  6. Proceed with selecting your billing codes/Next/Save the invoice

Thankfully, I’ve developed a clever way to add a link to the schedule so you can have the New 3rd Party bill screen opened and the billing physician and 3rd Party billing form selected automatically with only one click from the schedule!

Follow these steps to add this functionality to your OSCAR…

Part 1: Redirect eForm Installation

1. Go to Administration>Manage eForms>Create eForm>Create in Editor

2. Put “3rd Party Bill” as the eForm name

3. Copy and paste the following code into the “Edit HTML” section of the new eForm screen:

<html>
<head>
<META http-equiv="Content-Type" content="text/html; charset=UTF-8">
<title>New 3rd Party Bill Redirect</title>

<!-- This eForm created by Adrian Starzynski, shared under the Attribution-ShareAlike 3.0 Unported (CC BY-SA 3.0) License https://creativecommons.org/licenses/by-sa/3.0/ -->

<script language="JavaScript">
  top.window.moveTo(0,0);
  top.window.resizeTo(screen.availWidth,screen.availHeight);
 </script>

<script>
function billRedirect(){
window.location.href=billlink;
}
</script>

</head>

<body onload="billRedirect();">
<form method="post" action="" name="FormName" id="FormName" >

<input type="hidden" id="appt_provider_id" name="appt_provider_id" oscardb=appt_provider_id>
<input type="hidden" id="appt_no" name="appt_no" oscardb=appt_no>
<input type="hidden" id="patient_id" name="patient_id" oscardb=patient_id>

<script>
var loc = "../billing/CA/ON/billingON.jsp?curBillForm=PRI&hotclick=&appointment_no=0&demographic_name=&demographic_no=";
var demographicId = document.getElementById("patient_id").value;
var loc2 = "&xml_billtype=PAT&apptProvider_no=";
var apptProviderId = document.getElementById("appt_provider_id").value;
var loc3 = "&providerview=";
var loc4 = "&bNewForm=1";

var billlink = loc + demographicId + loc2 + apptProviderId + loc3 + apptProviderId + loc4;
</script>

 </form>

</body>
</html>

4. Click “Save” to save the eForm

Part 2: Preferences Setting

For all the users in your clinic that wish to have the one-click option for new 3rd Party Bill from the schedule screen, have them follow these steps…

1. In OSCAR, go to Preferences

Your preferences screen will have something like this:

2. In Preferences, set “Length of link and form names to display on appointment screen” to be at least 6

3. Check off “3rd Party Bill” under the section “eForms to display on appointment screen”

Now you will see a “3rd P.” link on the schedule screen on each patient’s appointment (the length of this link text displayed is set by the setting above).

When you click “3rd P.” it will bring up a new invoice screen (in full-screen mode) prefilled with appointment provider’s name pre-selected, 3rd party billing type and billing form pre-selected!

I hope this helps make your practice more efficient and save you dozens of clicks per day.