Introducing utilisations

We tackled a few challenges

• It can be difficult to differentiate between cycle-based billing and non-cycle billing.

• What’s booked isn’t always what’s utilised. There’s no way to keep track of what’s been billed/proposed as a utilisation today.

• Care teams and finance teams are focused on different things, but sometimes the overlap in the tooling leads to more confusion than clarity. We wanted to create an opportunity to take advantage of a cleaner boundary.

• Adding line-items to invoices is a process that’s done manually. Usually someone from finance is scrolling through the calendar to ensure things are tied out - that’s a task we’ve tried to support with simple automation.

• The general overviews for invoices across patients aren’t as easy to work with as they could be.

• Different patients pay different prices depending on their insurance status, or based on who’s treating them.

• The person paying isn’t always the patient.

Highlights

• Introducing Utilisations - add a product to a patient from anywhere, and keep that process separate from invoicing. Automatically add utilisations to patients based on booked appointments.

• We’ve updated our invoice editor. Issue invoices to the partner, set defeault payment terms, view the total outstanding per patient - all designed to save you time and reduce errors.

• Billing categories introduce support for multiple price lists for products, which you can apply to invoices as they’re issued.

• The global finance overview got an update too: more powerful filtering, a cleaner layout, and one click to send reminder emails/notifications.