A Business Entity refers to a provider operating as a registered Business. By tagging a provider as a Business Entity, practices can assign an Australian Business Number (ABN) to the provider, which will then be reflected on invoices. This feature ensures accurate business details are included, streamlining invoicing and promoting transparency and compliance for your practice.
Explore this video for an in-depth walkthrough.
To tag a Provider as a Business Entity,
Navigate to the System Menu > select Practice Settings > Users under Administration.
Select the User who is a Provider.
- Click Provider Details.
- Click Edit.
- Checkmark Mark Provider as a Business.
- Enter the Business Name.
| Tip: If you want to choose the Business Name as the Provider name, checkmark Same as Name. |
- Enter the ABN (Australian Business Number).
- Click Save.
| Note: The changes will be reflected in the Patient Invoice. |
To view a Patient's Invoice:
- Search for the Patient using the Global Search Bar.
- Click Account Summary.
Select an Invoice under the Invoices Tab.
Click Print in the Invoice Details slide-out.
- If a Provider is Marked as a Business Entity, the ABN will be shown alongside the name of the Provider in the Invoice.
- If a Provider is NOT Marked as a Business Entity, the clinic's ABN will be displayed on the top right of the Invoice.
Practices can refer to this comprehensive guide for a clear understanding of how to mark a Provider as a Business Entity.