3. Vanda Billing

6. Vanda Support > Vanda Quick Guide

How to do Billing?

 
  • To access Invoice, do one of the following:
    • On the Patient Queue, click Invoice
    • Click Task , Select Create New Invoice
    • Right-click Invoice Editor and click on Create New Invoice 
 
 
 
  • Select Billing and Payment Pane and click on Invoice
  • Click Task  , Select Create New Invoice
  • Right-click Invoice Editor and click on Create New Invoice
 
  • On the menu bar, click Billing and Payment >> Invoices >> Create New Invoice
 
 
 
  • To search for outstanding invoices, do one of the following:
    • Select Patient from queue
    • Proceed to Billing and Payments >> Invoice
    • Click Task  and select Search Outstanding Invoices for this Patient
    • Right-click on the Invoice editor and select Search Outstanding Invoices for this patient
    • On the menu bar, click Billing and Payment >> Invoices >> Search Outstanding Invoices for this Patient
  • To Bill using the outstanding invoice, simply
    • Select outstanding invoice
    • Click Select  
    • else, click on Create New to create new invoice 
 
  • To search for outstanding invoices, do one of the following:
    • Select Patient from queue
    • Proceed to Billing and Payments >> Invoice
    • Click Task  and select Search Previous Invoices for this Patient
    • Right-click on the Invoice editor and select Search Previous Invoices for this patient
    • On the menu bar, click Billing and Payment >> Invoices >> Search Previous Invoices for this Patient
    • On the menu bar, click Billing and Payment >> Invoices >> Search Previous Invoices for this Patient
    • Select Date Range and click on Search Button
    • To open a previous invoice, select the invoice and hit OK
    • Click Cancel to exit from the editor
 
 
  • To update invoice, do one of the following:
    • Click Task  and select Update Invoice
    • Right-click on the Invoice editor and select Update Invoice
    • On the menu bar, click Billing and Payment >> Invoices >> Update Invoice
    • Press Hotkey F6
 
  • To proceed to payment, do the following:
    • Click on Close Invoice if there's no payment needed from patient
    • Else, fill in the Discount Price (if any)
    • Tax is predefined in Master Data
    • Input any remarks (if any) under Memo/Remarks
    • Next, click Task  and select Add Payment
    • or right-click on the Invoice editor and select Add Payment
    • or Press Hotkey F8
 
 
 
 

How to add payment?

  • To access Payment, do one of the following:
    • On the Patient Queue, click Payment
    • Click Task  , Select Add Payment
    • Right-click Invoice Editor and click on Add Payment
    • Select Billing and Payment Pane and click on Payments
    • Click Task  , Select Add Payment
    • Right-click Invoice Editor and click on Add Payment
 
 
 
  • On the menu bar, click Billing and Payment >> Payments >> Add Payment
 
  • Press Hotkey F8
 
 
  • Once the Payment Editor has appeared, fill in the necessary details
  • Select Payment Method. This can be added via Master Data
  • Tick on the checkbox under Full if a full payment is done, else type in the amount under Amount Paid if it's partial payment
  • Type in Memo (if any) and Click OK to proceed, Cancel to cancel
 
 
 
 

How to print receipt?

  • To print receipt, do one of the following:
    • While in the Payment Editor, Click on More >> Print Receipt or More >> Print Receipt and Invoice
    • Also, when clicked OK while in Payment EditorVanda will prompt user if printing of Receipt and Invoice is needed
    • Else, to access Receipt Document Editor, select Billing and Payment from the Menu Bar >> Payments >> Payments Home. Select the intended transaction and do the following:
      • Click Task  , Select Print
      • Right-click Receipt Document Editor and click on Print
      • On the menu bar, select Billing and Payment >> Payments >> Print
 
 
 

How to search previous transactions?

  • To begin search, proceed to Payments Home to access Receipt Document Editor and do the following
  • Input the date range and click on Search to begin search
  • Else, click on For Current Selected Patient (patient must be in selected beforehand) and click search to narrow the search to a particular person
 
 
 
 

How to view Payment details?

  • To view Payment details, do one of the following:
    • Click Task  , Select View Payment Details
    • Right-click Receipt Document Editor and click on View Payment Details
    • Click on Details from the list of receipts listed under Receipt Document Editor
 
 
 
 
 
 

How to delete transactions?

  • To delete transactions, do one of the following after selecting the intended transaction:
    • Click Task  , Select Delete
    • Right-click Receipt Document Editor and click on Delete
 
 
 
 

How to create prepayments?

  • To create prepayments, firstly, add a payment. Check the Prepayment box to gain access to Apply to Revenues tab and do the following :
    • Fill in the amount for deposit, select payment method and input memo (if any)
    • Click OK to proceed or Cancel to Cancel
 
 
 
 

How to use Prepayment for payment?

  • Issue payment as per normal and do the following:
    • Prepayments will be reflected as a negative figure
    • When issuing a new payment, prepayment will be reflected
    • Base on the amount, input the amount into both (current payment and prepayment Amount Column)
    • Click OK to continue or Cancel to cancel
 
 

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