Billing Sheet

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Overview

The Billing Sheet provides a spreadsheet-like interface for rapid data entry, ideal for entering multiple claims quickly.

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Accessing the Billing Sheet

Click Billing Sheet in the sidebar navigation.

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Interface Layout

The billing sheet displays a grid with columns for:

• Patient (name or health card)
• Service Date
• Facility
• Billing Code(s)
• Diagnostic Code(s)
• Quantity
• Fee (auto-calculated)
• Status

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Adding Entries

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Row-by-Row Entry

1. Click on an empty row
2. Enter patient information (name search or health card number)
3. Tab to move between columns
4. Enter service date, facility, and codes
5. Press Enter to add a new row

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Keyboard Shortcuts

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Auto-Complete

The billing sheet offers intelligent auto-complete for:

• Patient names (searches your patient records)
• Billing codes (by code or description)
• Diagnostic codes (by code or description)
• Facilities (from your associated facilities)

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Fee Calculation

Fees are calculated automatically as you enter billing codes:

• Base fee from OHIP schedule
• Quantity multipliers applied
• Running total displayed

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Validation

Rows are validated in real-time:

• Green - Valid and ready to submit
• Yellow - Missing optional information
• Red - Error that must be corrected

Hover over highlighted cells to see specific validation messages.

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Submitting Claims

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Individual Submission

Click the submit button on a single row to submit that claim.

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Bulk Submission

1. Review all entries
2. Click Submit All
3. Valid claims are submitted
4. Invalid claims remain for correction

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Saving Progress

The billing sheet auto-saves your work. You can:

• Close the browser and return later
• Entries remain until submitted or deleted

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Best Practices

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Exporting Data

Export your billing sheet entries to CSV for record-keeping or external processing.