This guide outlines steps to use Semble’s existing tools to handle facility billing efficiently.
Pre-requirements:
1. Add a Clinic User
Note: Please contact us beforehand to let us know that this user is for facility billing purposes only and won’t be used for other activities.
First, you need to create a user in Semble named after your practice or clinic.
1. Go to the Users tab.
2. Click New in the top right-hand corner.
3. Enter the details, such as the practice's name and an email address.
4. Tick the box "This user is a clinician"
5. Click Save in the top right-hand corner of the page.
Semble will then send an invitation email to the email address registered for the user.
Note: New users are not fully set up in Semble until they click the Create account link in the email, and choose a password.
2. Create the Invoice
You can submit a Healthcode invoice from the Patients page:
1. Select the patient who you want to submit a Healthcode invoice for.
2. Go to the Invoices tab.
3. Click New.
4. Fill out the invoice as you normally would. For more information on invoices, see here.
5. Select the Facility (the user created with your clinic name) that is linked to your Healthcode integration.
6. Go to the Billing section, and select the Healthcode insurer who you want to make the invoice out to.
7. Click Save invoice.
The invoice appears in the patient's Invoices tab.
3. Submit your invoice to Healthcode
Before you attempt to submit a Healthcode invoice, you must make sure that the patient is linked to a Healthcode insurer and the product has the appropriate codes assigned in Semble. For more information, see here.
Once you have created the Healthcode invoice, you must finish configuring it so that it can be submitted.
1. Go to the Patients page, then select the patient who you created the Healthcode invoice for.
2. Go to the Invoices tab, then select the Healthcode invoice you want to configure.
3. Click the Healthcode configure icon.
4. Configure the invoice before submitting it. Ensure the following fields are correctly assigned:
Controlling Specialist: Select the practitioner who treated the patient.
Provider: Select the clinic (the user created with your clinic name).
Payee Provider: Also select the clinic.
5. Click Submit to Healthcode.
The invoice is updated, and displays that it is currently 'Unprocessed':
This means that it is still being processed by Healthcode. If you refresh the page, you this will change to 'Validated', which indicates that this invoice has been successfully sent to Healthcode:
Note: When you submit a Healthcode invoice, you may encounter an error message in the top right-hand corner if you have not correctly set up your integration. This will prevent the invoices from being processed by Healthcode. For more information on Healthcode error messages, see here.