Recording & Invoicing the insurance sale

[Khurram Shahzad]

Hi,

We create Sale for the patients visiting our hospital for various services. The patients pay for the invoices generated for these sales.

Now we are having some insurance patients and the bill of services will be sent to the insurance company for payment.

Should the party in Sale record be the 'Insurance Company' or the 'Patient'? We must have the 'Insurance Company' in the Party field of the Invoice as we have to book the payable against the insurance company not the patient.

I can't save the 'Patient' in party field of the Sale if I try to generate the invoice for 'Insurance Company' as party. As a result, I am unable to save the information that this sale was against the patient.

Please guide how can I handle this scenario.

--

 

Regards,

Khurram.

[Cédric Krier]

First, could you precise what you mean by "sent to the insurance
company"? Does it mean that the insurance company is invoiced or it
just receive the invoice but the patient is still invoiced?

Depending on the answer, you may need to add a "Invoice Party" field
(just like we have a "Shipment Party"). Or to extend the domain on the
"Invoice Address" field to allow the address of the insurance company.

--
Cédric Krier - B2CK SPRL
Email/Jabber: cedric...@b2ck.com
Tel: +32 472 54 46 59
Website: http://www.b2ck.com/

[Khurram Shahzad]

On Mon, Jan 15, 2018 at 1:02 AM, Cédric Krier <cedric...@b2ck.com> wrote:

On 2018-01-14 21:17, Khurram Shahzad wrote:
> Hi,
>
> We create Sale for the patients visiting our hospital for various services.
> The patients pay for the invoices generated for these sales.
>
> Now we are having some insurance patients and the bill of services will be
> sent to the insurance company for payment.
>
> Should the party in Sale record be the 'Insurance Company' or the
> 'Patient'? We must have the 'Insurance Company' in the Party field of the
> Invoice as we have to book the payable against the insurance company not
> the patient.
>
> I can't save the 'Patient' in party field of the Sale if I try to generate
> the invoice for 'Insurance Company' as party. As a result, I am unable to
> save the information that this sale was against the patient.
>
> Please guide how can I handle this scenario.

First, could you precise what you mean by "sent to the insurance
company"? Does it mean that the insurance company is invoiced or it
just receive the invoice but the patient is still invoiced?

It means that "we invoice Insurance Company" who is responsible for paying to hospital for the services given to the patients (their clients). The patients, in turn, have their contracts/agreements with the insurance companies and our hospital has nothing to do with it.

Depending on the answer, you may need to add a "Invoice Party" field
(just like we have a "Shipment Party"). Or to extend the domain on the
"Invoice Address" field to allow the address of the insurance company.

Ok. That's fine for Invoice but what about Sale? Should we add a field on Sale as well?

 

Regards,

Khurram.

[Cédric Krier]

On 2018-01-15 08:29, Khurram Shahzad wrote:
> > Depending on the answer, you may need to add a "Invoice Party" field
> > (just like we have a "Shipment Party"). Or to extend the domain on the
> > "Invoice Address" field to allow the address of the insurance company.
> >
>
> Ok. That's fine for Invoice but what about Sale? Should we add a field on
> Sale as well?

I was not clear. The fields to add is on the sale.