📈 Income & Service Billing Page

The Income & Service Billing Page provides a powerful dashboard for managing bills and payments, featuring live charts and advanced filters.

🔍 Filters and Search Options

• 🔎 Item Filter: Filter records by service or income type.
• 👤 Customer Filter: View all bills related to a specific customer.
• 💳 Status Filter: Show only Paid, Unpaid, or Partially Paid bills.
• 📅 Date Filter: Filter by Today, This Week, Last Month, or set a custom date range.

Key Features

• 📊 Summary Charts: Visualize total income, unpaid balances, and payment trends.
• 📤 Export Options: Download data as CSV or JSON for accounting and reporting.
• 🖨️ Print Reports: Generate professional financial reports on demand.

The system supports advanced billing workflows, including:

• 💱 Multi-Currency Pricing: Allowing charges in multiple currencies for global clients.
• 🔀 Split Billing: Bills can be divided between patients and their insurance providers based on predefined ratios.

This ensures flexibility for clinics working with both private payers and insurance schemes.

The Insurance Dashboard gives finance teams a clear view of pending and paid bills for each provider, with tools to:

• 📦 Batch Reconcile Insurance Claims: Speed up processing and reduce manual effort.
• 🖨️ View, Print, and Export Bills: Support for detailed billing codes (e.g., CPT codes).
• 🕒 Track Reconciliation Timeline: Every action — from deposits to payment applications — is logged.
• 📁 Upload Supporting Documents: Attach PDFs or images related to each provider.
• 📧 Email & SMS Integration: Send balance reminders and transaction updates directly to insurers.

Managing third-party billing is often complex, particularly when coordinating with multiple insurers or outsourced laboratories. The Perfect Laboratory Manager provides a dedicated Insurance Reconciliation Page that empowers finance teams to manage this process with precision.

Finance staff can:

• 💵 Record and manage deposit payments.
• 📄 Select specific outstanding bills to reconcile.
• 📊 Apply payments partially or in full based on insurer remittances.

The system maintains a detailed payment history for every bill, including:

• Amount paid
• Payment method
• Date of transaction
• Staff responsible for the entry

By consolidating billing, deposits, insurance coverage, and reconciliation workflows in one interface, labs can reduce discrepancies, improve recovery rates, and maintain better financial oversight.

The Perfect Laboratory Manager includes a comprehensive billing system designed to handle a wide variety of payment scenarios, including:

• 👥 Private patients
• 🏥 Insured clients
• 🏛️ Institutional billing for hospitals or government programs

The system supports the use of standardized CPT codes for lab procedures, enabling seamless financial reconciliation with insurance providers and government reimbursement programs.

Invoices are automatically generated based on:

• Selected tests
• Applied discounts
• Predefined packages
• Insurance coverage rules

Insurance billing is deeply integrated, allowing labs to:

• Configure multiple insurance providers per patient
• Specify coverage percentages
• Define policy start and end dates

When processing an insured patient, the system automatically applies coverage rules and splits the invoice accordingly. Detailed billing reports and outsourced test summaries make it easy to reconcile with third parties and manage pending payments.

Laboratories often rely on external facilities to perform specialized tests that require unique equipment or expertise. The Perfect Laboratory Manager provides a streamlined workflow for managing outsourced test billing.

🌟 Key Features

• 📄 Record External Lab Charges: Finance teams can log the cost of outsourced tests directly in the system.
• 🔗 Link to Patient Bills: External charges can be added to the patient’s invoice for transparency and full cost recovery.
• 📥 Attach Vendor Invoices: Upload scanned copies of invoices or receipts from third-party labs for recordkeeping.
• 📊 Monitor Costs: Generate reports on outsourced services to track spending and negotiate better rates with vendors.