Frequently Asked Question
2. Ofys Pro billing report (En)
Last Updated a year ago
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The billing report in Ofys is used to create a report to send to the person doing your billing, either as a pdf document or in csv format, which can be imported by some billing software (like Xacte).
Here is how to use this feature :
1) you can choose to add by default a billing section to all your visits :
Otherwise, you can add the section to your visit by clicking on "Billing" in the left column.
2) Fill out the information you know (type of visit, diagnosis, context, …). The specific fields don’t need to be filled out, you can just use the text box.
3) At the end of the day (or any period), print the report from your dashboard:
It will print out this way :
With this report, you make sure that all the files in which you wrote a visit and a billing section will be there.
You could also export the report in CSV, which can be imported in some billing softwares (like Xacte).
The billing report in Ofys is used to create a report to send to the person doing your billing, either as a pdf document or in csv format, which can be imported by some billing software (like Xacte).
Here is how to use this feature :
1) you can choose to add by default a billing section to all your visits :
Otherwise, you can add the section to your visit by clicking on "Billing" in the left column.
2) Fill out the information you know (type of visit, diagnosis, context, …). The specific fields don’t need to be filled out, you can just use the text box.
3) At the end of the day (or any period), print the report from your dashboard:
It will print out this way :
With this report, you make sure that all the files in which you wrote a visit and a billing section will be there.
You could also export the report in CSV, which can be imported in some billing softwares (like Xacte).