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          • About billing triggers

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Billing triggers

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Billing trigger products

A billing trigger uses a billing trigger product. A billing trigger product is an ezyVet product record that gives the products, prices, and other applicable information that the billing trigger uses. A billing trigger product is usually applicable to a task that a staff member does.

For example, a new appointment can use a billing trigger. A practice manager can make a billing trigger product that is applicable to the appointment type. For example, a 15-minute consultation can use a billing trigger product that gives the costs of the consultation.
Figure 1. Billing trigger product of a consultation

Example of a configured billing trigger product

Areas of ezyVet that can use a billing trigger show a Billing Trigger Product(s) box. Use the Billing Trigger Product(s) box to select the applicable billing trigger product. ezyVet uses the selected billing trigger product to calculate the products and related information shown in the invoice that the billing trigger makes.

Appointment billing trigger shows a new appointment for a 15-minute consultation. The Billing Trigger Product(s) box has a selected billing trigger product. The billing trigger product has the costs that are applicable to a 15-minute consultation.
Figure 2. Appointment billing trigger

Example of a selected billing trigger product in a new appointment

Billing trigger products and product bundlesCopy

You can also configure a billing trigger product to use a product bundle. The product bundle can have many different products and related information. When you select the billing trigger product, the billing trigger uses the products and information given in the product bundle.

Procedure and billing trigger shows a New Therapeutic / Procedure dialog box of a clinical record. The New Therapeutic / Procedure box has a selected Thoracocentesis <15 kg procedure. The Billing Trigger Product(s) shows the billing trigger product that is related to the Thoracocentesis <15 kg procedure. The billing trigger product is a product bundle and has the products that are necessary to do the procedure. Thus, the invoice will automatically have the necessary products.
Figure 3. Procedure and billing trigger

Example of a billing trigger product in a clinical record that uses a product bundle
Parent topic: Billing triggers
Related concepts
  • About billing triggers
  • Video: Billing triggers
  • The Billing Triggers dashboard tab
  • Source records of invoice line items
  • The Unbilled Items section of clinical records

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ON THIS PAGE

  • Billing trigger products

    • Billing trigger products and product bundles

ezyVet

Last updated: August 7, 2024

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Related Articles:

  • Billing triggers
  • About billing triggers
  • Video: Billing triggers
  • The Billing Triggers dashboard tab
  • Source records of invoice line items
  • The Unbilled Items section of clinical records

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