Page Description

Use the Custom Billing Status page to create additional billing statuses for the Billing drop-down list in the Order Choices section of the Order Patient Samples page and for record archiving. See the Order Patient Samples or Admin: Archive topic. The default billing statuses in Copia are Client, Direct, and Patient, which will appear when you click on the drop-down list.

For more help, click one of the following links:

• Accessing this Page
• Adding or Editing Billing Statuses

Accessing this Page

• Click the Add button in the Custom Billing Statuses section on the System Defaults administration page.

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1. Enter in the Billing Status field the name of the billing status.
2. Enter in the appropriate Host Code fields the code Copia should send through the HL7 interface for the selected billing status. Copia logs these values in the Change Log.
3. As you are entering host codes, select or clear the Show active hosts only checkbox to display or hide inactive codes in the Host Codes for this Custom Billing Status section.
4. Select the Active checkbox to enable users to select this billing status while ordering. Clear this checkbox to restrict users from selecting the billing status. If the billing status is inactive, Copia displays "no" in the Active column in the Custom Billing Statuses section on the System Defaults administration page. See the Admin: System Defaults topic.
5. To edit the billing status fields, highlight or delete text already displayed in the fields, then modify as desired.
6. Click the Cancel button to return to the System Defaults page without saving any changes.
7. Click the Save button to record changes and return to the System Defaults page.

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