Once you have set up your billing details and have set your On-call rates you are ready to send invoices from HosPortal. You can set HosPortal to send invoices automatically, or select individual invoices to send (or re-send) manually.
This is all done from the Invoicing menu: go to your profile by selecting your name at the top-right of the screen.
Where do the invoices go?
All invoices are sent to your email address and, if the hospital has set up an email address, to the address nominated by the hospital.
If a hospital has NOT set up an email address then the email you get will note that the hospital has not set up an address. In which case you can forward your email with the PDF to the hospital directly. Or ask the hospital to enter an address and re-send the invoices.
Sending invoices automatically
To send invoices at the completion of each shift, select the 'Send automatically' switch to 'yes' (refer 'A' in the screenshot below). These need to be set for each call type at each hospital you want it to apply to. You can view different hospitals in this screen by selecting the hospital filter ('B'). Remember to hit 'Save' before changing hospitals.
If you elect to send invoices automatically, you need to ensure that HosPortal is kept up to date with any shift swaps or changes you make to ensure that the invoice is sent for the correct person.
When are automatic invoices sent?
Automatic invoices are sent on the 15th of the month after the shift takes place. So invoices for shifts between 1st March and 31st March are all sent on 15th April.
Sending invoices manually
You can send, and re-send, invoices manually from HosPortal.
1. Search for the relevant shifts by entering the appropriate date ranges ('C').
2. Any shifts within the selected date range will appear in the window, along with a record of any invoices previously sent ('D').
2. Hit the 'Send' button for each shift where you want to send an invoice ('E'). You can re-send invoices multiple times if required, e.g. if you need to correct an invoice.