Billing Services – Journaling Praxis

Journaling shows you a cross-patient list of all recorded billing services for a selected time period. At a glance you can see which services were performed when, for which patient, and with what billing status.

Where do I find Journaling?

Journaling → Billing Services

Fig. 1The journaling overview with the time period filter, the status/provider/service filters, the data table, and the gross/net statistics.

Prerequisites

• You have the Abrechnungsleistungen (Verrechnung): Journaling permission in your user profile.

Filters

The following filters are available at the top of the page:

Time period:

• Date range freely selectable, with presets (e.g. current month, last month)
• Default on opening: current month

Account:

• Only visible with an active cooperation feature
• Filters by practice/account (when you manage multiple practices)

Patient:

• Multi-select of the patients who have services in the loaded time period
• Each patient shows the number of their services, and the list is sorted by frequency
• Use the search field in the filter to narrow down the list
• Alle auswählen and Nichts auswählen apply to the patients that are visible after the search
• Ohne Patient shows services that are not assigned to a patient
• With no selection, you see the services of all patients

Status:

• Open — services not yet billed
• Billed — services already included in a fee note
• Ignored — services marked as non-billable

Provider:

• Filters by the user who recorded the service

Service:

• Filters by the billed service

Search field:

• Text search, including by service name

Client:

• Only visible with the multi-client module enabled

Data table

Columns are configurable (see Column configuration). The following columns are available:

Service group:

Column	Description
Patient	Patient name — clickable, opens the patient record
Name	Name of the service performed
Position Number	Internal number of the service position
SSN	Patient's social security number
Diagnosis	Stored diagnosis
Description	Description text
Service Number	Number from the service master data

Finance group:

Column	Description
Gross	Gross amount incl. VAT
Net	Net amount
VAT	Tax rate
Quantity	Amount of the service
Status	Open / Billed / Ignored

Other group:

Column	Description
Client	Client assignment (only with multi-client module)
Provider	User who recorded the service
Date	Service date
Created at	Timestamp of creation
Created by	User who created the service
Account	Practice/account (only with cooperations)

Row actions

Depending on status and permissions, the following actions are available in the action menu of a row:

• Edit — opens the service for editing (only for status Open or Ignored)
• Activate billing — resets status to Open (only for status Ignored)
• Do not bill — sets status to Ignored (only for status Open)
• Delete — removes the service (only for status Open or Ignored, permission required)

Note: Billed services (status Billed) can neither be edited nor deleted.

Fig. 2The action menu of a service with status Open.

Statistics

Below the table, a summary shows the gross and net amount of all filtered entries.

Column configuration

You can choose which columns are shown in the table, and in what order:

1. Click Options in the top right.
2. Select Configure Columns.
3. In the Configure Columns dialog, drag rows (grip icon on the left) into the desired order, optionally set a sort direction (ascending/descending) per column, and remove columns you don't need via the trash icon. Use Add to include further columns.
4. Click Save.

Fig. 3The Configure Columns dialog: field list with drag handle, sort-direction dropdown per column, and delete icon.

The configuration is saved per user and persists the next time you open the page.

Export

With the appropriate permission (Abrechnungsleistungen (Verrechnung): Exportieren) you can export the filtered list as an Excel file. The export button is in the table header.

Permissions

The following permissions control access to Journaling:

Permission	Function
Journaling	Access to the page
Bearbeiten	Edit services directly in Journaling
Löschen	Delete services in Journaling
Exportieren	Export list as Excel