📌 Notes:
This setting is user-specific.
By default Draft is selected.
When you create an insured billing item, the default billing status can either be Draft or Ready.
A Draft status means that when you create a bill, you need to manually change the status to Ready To Submit so that it can be submitted to your provincial billing provider.
A Ready status means when you create a bill it is automatically submitted to your provincial billing provider.
Steps
From a patient chart, click Start/Open > Insured Billing.
Next to +New Payment, click the gear icon.
In the Default Status list, select Draft or Ready.
Alternately, if you create bills on behalf of providers at your clinic, in the Default Status section, select Always use billing practitioner's default billing status. This ensures that you use the correct default billing status for each provider.
Click Save.
📌 Note: Alternatively, if you have the Billing Settings permission you can set your default billing status in Settings. From the main menu, click Settings > Billing. Under Public Billing Settings, select Ready or Draft.
Updated February 16, 2024