Pricelists

Pricelist

For commercial services provided by the health care facility and diagnostic examinations performed by healthcare center are defined pricelists. Pricelists for services are defined separately for each clinic, for diagnostic examinations pricelists are defined independently from clinic. To manage pricelists is "Pricelists" functionality in the "Administration". After choosing this functionality there appears search form of clinics/pricelists. Beside of the possibility of searching clinics / pricelists within the search form there is button for pricelists addition avalilable.

The first step in creating pricelist of services is to find the right clinic. You can search based on any combination of the following criteria (capitalization does not matter):

  • unit name, where the clinic is (not available when searchig for pricelists of examinations)
  • unit address, where the clinic is (not available when searchig for pricelists of examinations)
  • clinic name (not available when searchig for pricelists of examinations)
  • clinic address (not available when searchig for pricelists of examinations)
  • pricelist name (not available when searching for clinics/wards)

After marking option “clinics/wards” within the field of “Find” and specifying the criteria and pressing the "Search" button, there is displayed a list of clinics that meet the search criteria or message about lack of such clinics. At each clinic, there is "Pricelists" button which directs to the second step of the process of creating pricelists for the clinic.

After pressing the "Pricelists" button, there is displayed a list of pricelists in selected clinic. At each pricelist there are buttons to browse, copy, edit, delete and monitor the realization of the agreement which is represented by this pricelist and below the list there is a button to add a new pricelist.

The “Browse” button allows for quick browsing of pricelist contents. After clicking this button there appears list of services within the pricelist and the field that allows for narrowing of this list. By writing part of service name within this field, system narrows down services list to these containing the entered part within name.

The "Copy" button allows you to quickly create a copy of the pricelist - when pressed, the system asks for a name for the copy of pricelist and then creates a new pricelist with the given name representing a copy of pricelist at which you pressed the "Copy" button. If no clinic has been selected in the drop-down list above the "Copy" button, then a copy of the price list is created in the same clinic, and if another clinic is selected in the drop-down list, a copy of the price list is created in the indicated clinic. A copy of the price list always appears in one counseling center (if additional clinics have been indicated in the copied price list, in which the price list also applies, they are ignored when copying).

The "Add pricelist", "Edit" and "Delete" buttons are linking to the pricelist’s form. In the pricelist’s form you can indicate the period of its validity. If you enter only the start date of period, then the pricelist will be valid on any day from that date. If you enter only the end date of the period, then the pricing will be valid on any day ending on that date. If you do not enter the duration of the pricelist, it will be valid always. In rehabilitation clinics pricelist marked as default is automatically selected at planning the rehabilitation, if it is enabled simplified version of the rehabilitation module and if the mode of an automatic valuation of the price for surgeries is turned on.

If the integration mechanisms of the jHIS system with the ZnanyLekarz website are enabled and the given price list is to be valid on the ZnanyLekarz website, then the "Price list used for ZnanyLekarz web site" website should be checked. Each clinic can have only one price list marked in this way. In addition, if a service appears in two different price lists marked in this way, both must have the same price.

In pricelist you can define the basic price for a visit to the clinic (in particular, the price may equal zero) and the prices of particular services. When entering the net price, gross price is completed automatically according to the selected VAT rate and vice versa - when entering the gross price, net price is completed automatically according to the selected VAT rate. When changing the VAT rate, gross price updates automatically according to the entered net price and selected VAT rate. In addition, in the pricelist you can set a limit on the value of the agreement which is represented by a pricelist and limits of the amount of particular services (values of limits are not mandatory). The limits do not block the possibility of providing services from pricelist, but only allow you to monitor the status of execution of the agreement, which is represented by the pricelist. In the form, you can also indicate other clinics where the given pricelist is to apply.

Placed under the form, the "More services" button lets you add more items to the pricelist.

In case of pricelist modification the form looks a little bit different – by positions existing within the pricelist there is no possibility to change service and VAT rate, there is however button with mark „×” allowing to remove the given position. So if it is necessary to change service or VAT rate of the given position then one has to remove this position and using the button “More services” has to add new position with desired values.

After entering the data, they should be saved (by pressing the "Add" button for adding new pricelist or by clicking "Update" button if you edit the pricelist created earlier).

The "Monitor" button, visible at every pricelist from the list of pricelists, lets you view the status of execution of the agreement, which is represented by the pricelist. When you press this button there is displayed information about the execution of the agreement in relation to limit of its values and information about the number of provided services in relation to the limits of their number according to their status at the moment. If the value of realization is greater than the limit of values, then it is highlighted in red. Similarly, the number of providing of service greater than the limit of values is highlighted in red.

Creation of new pricelist for diagnostic examinations is performed by using the button „Add examinations pricelist” visible within the search form. After clicking this button system displays pricelist form. Within the form of pricelist one can specify period of its validity (periods of validity of examinations pricelists not marked as pricelists for an external collection point cannot overlap). If you enter only the start date of period, then the pricelist will be valid on any day from that date. If you enter only the end date of the period, then the pricing will be valid on any day ending on that date. If you do not enter the duration of the pricelist, it will be valid always.

Within the pricelist one specifies basic price for a single order (possibly zero) and prices of particular examinations. When entering examination, enter a fragment of the name of the examination and a list of hints with examinationa containing the given phrase in the name will be displayed - the appropriate examination should be selected from the list of hints. When entering the net price, gross price is completed automatically according to the selected VAT rate and vice versa - when entering the gross price, net price is completed automatically according to the selected VAT rate. When changing the VAT rate, gross price updates automatically according to the entered net price and selected VAT rate. Moreover within the pricelist one can specify laboratory price, which is a price that healthcare center has to pay to diagnostic laboratory that performs diagnostic examinations (this value is for supervision purposes only).

Button „More examinations” placed below the form allows to add subsequent positions to pricelist.

When editing the price list data, the form looks a bit different - with the items stored in the price list, it is not possible to change the service and the VAT rate, but there is a button with the "×" sign that allows you to delete the item. Therefore, if there is a need to change the service or VAT rate of a given item, such item should be removed and a new item with the desired values should be added using the "More examinations" button.

After entering data, one has to save then (with the button „Add” if adding new pricelist or with the button „Update” while modifying pricelist created earlier).

To find already defined pricelist for commercial services one can use one of two options – find and choose the clinic for which pricelist has been defined (as described in the beginning of this chapter) or find pricelist itself. In the second case ona has to choose option „pricelists of services” within „Find” field and enter seach criteria (it can be unit/clinic data as well as pricelist name or part of its name). After entering criteria and clicking „Search” button, there appears list of pricelists for commercial services with buttons „Browse”, „Copy”, „Edit”, „Delete”, „Monitor” by each of then which act exactly the same way as described previously within this chapter.

To find already defined pricelist for diagnostic examinations ona has to mark option „pricelists of examinations” within the field of „Find” in search form and enter searching criteria (pricelist name or part of its name). After entering criteria and clicking „Search” button there appears list of pricelists of diagnostic examinations and by each of them with buttons „Browse”, „Edit” and „Delete”.

The “Browse” button allows for quick browsing of pricelist contents. After clicking this button there appears list of examinations within the pricelist and the field that allows for narrowing of this list. By writing part of examination name within this field, system narrows down examinations list to these containing the entered part within name.

“Edit” and “Delete” buttons direct to form of pricelist such as described by creation of new pricelist but filled with data. In case of first of these buttons it is possible to enter and save changes to pricelist, in case of the second one it is possible to confirm intention to delete pricelist.