Billing
Billing is prepared in two places: inside each patient record for billable acts, then in the main Billing tab for the shift report.
Patient billing
Open the patient record's Billing tab. You can:
- enter a short diagnosis;
- add one or more visits;
- add codes manually or from the available catalog;
- specify Day, Evening, or Night and the time;
- remove a visit or clear all patient billing.
Changes are saved automatically. If a code remains typed but has not been added to a visit when you leave, Saro offers to add and save it.
Catalog availability depends on the code type selected under Profile → Billing codes. Warnings may appear when a code has an age condition and the patient's date of birth is missing or incompatible.
Shift memo and attachments
Open the main Billing tab. Use the memo for general information about the day, such as on-call hours, resident or trainee details, special packages, and other useful notes.
You can also attach images:
- take a new photo; or
- select one or more images from the photo library.
The memo and attachments are automatically saved for the active shift and included in the report.
Generate the PDF report
- Confirm that the correct shift is active.
- Review patient billing, the memo, and attachments.
- Wait until the saved indicator is current.
- Tap Generate report.
- In the preview, use Share to print, download, or email the PDF.
The report summarizes patients and their billing information for the active shift.