Automatically generate invoices when work orders are completed to capture all associated costs including healthcare services, travel, and inventory, and convert them into billable transactions. Improve accuracy by using price books with actual cost data, and make sure that every visit is billed to prevent revenue leakage. Schedule these invoices at defined frequencies or generate them on demand.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions of Health Cloud with the Home Health and the Revenue Cloud Advanced license or the Revenue Cloud Billing add-on licenses.
Who: This feature is available to users with the Manage Home Health, Manage Pricing and Billing, Billing Admin, Billing Customer Service User, Billing Operations User, Context Service Admin, Context Service Runtime, Create Billing Schedules from Billing Transactions, Generate Invoices from Billing Schedule API, PlaceOrder API, DocGen Designer, DocGen Runtime User, DocGen User, Data pipeline Base User, and Pricing Catalog Viewer permission sets.
How: From Setup, under Billing Settings, turn on Billing. Then, follow the guided setup in the Set Up Billing and Ordering for Home Health section on the Home Health Settings page.