Optimise Healthcare GroupPathway SOPs
Governance & data

27Invoicing

Owner
Lauren
Trigger
Activity has been recorded at the morning meeting and coded.

Purpose

Turning recorded activity into invoices, using the correct billing category and titration episode.

Procedure

  1. Lauren takes the appointment and DNA information at the morning meeting and adds it ready for billing.
  2. Identify the correct billing category (below).
  3. For titration, identify the episode number. Billing is per titration episode, not per appointment.
  4. Assessments are invoiced from the referral / waiting list sheet.
  5. Medication reviews are invoiced from the medication tab.
  6. Record the invoice number against the ICB coding tab (26).

Fields recorded

Patient · activity · billing category · titration episode number · source sheet · invoice number · date invoiced

Variations

Billing categories - Initial titration · shared care review · early shared care review · shared care review with patient retained for shared care · early shared care review with patient retained.

Episode billing - Billing starts once the patient attends their first titration appointment. An episode closes when the patient moves to shared care or is discharged.

Retained patients - Where the service continues prescribing because the GP rejected shared care, and the patient then fails 6-monthly contact, this is billed as early shared care retained (22).

Open points

  • Whether an episode ending in DNA or non-engagement is billable.

Flowchart