Favourite Features of Meddbase: The Billing Rules Date Sensitivity Upgrade

2 minute read

We recently made some upgrades to the Billing and Contract Management System in Meddbase, an area of the application that’s always been of great benefit to our customers in a multitude of ways, allowing the configuration of some exceptionally complex billing rules. In fact I’ve seen customers find both expected and unexpected ways to use […]

We recently made some upgrades to the Billing and Contract Management System in Meddbase, an area of the application that’s always been of great benefit to our customers in a multitude of ways, allowing the configuration of some exceptionally complex billing rules.

In fact I’ve seen customers find both expected and unexpected ways to use the features to build automations and time saving mechanisms, some of which I couldn’t have imagined myself – even after seven years of logging into the system and working on it as a Product Manager every day.

The Billing Rules System has always been one of my favourite Meddbase features, as it allows customers to save time during the booking workflow, meaning users have longer to build a rapport with and care for their patients, as well as ensuring that every booking follows the rules set out by the clinic automatically, meaning that fewer appointments need to be rescheduled, cancelled, or written off.

Perfection is a journey, not a destination

But the fact is, no matter how great something is, it must continuously evolve to remain relevant. We came to realise that prices and booking restrictions change over time. Contracts get updated yearly, promotions or clinical drives can be seasonal, subcontractor arrangements expire – the list goes on and on.

That’s why I’m so excited to have been involved in scoping and rolling out the ‘Date Range Applicability Billing Rules’. Maybe not the catchiest name but the functionality is a game changer. This simple configuration option allows our customers to be able to set effective start and end dates for the billing rules which make up their contracts, allowing seamless transition of prices and rules as time passes, without the need set a reminder to make those changes, or to set aside precious time out of hours to make sure that bookings can proceed correctly when things do change.

This is a great example of how we work collaboratively with our customers to pinpoint improvements that we can make to allow them to continue to expand their businesses and streamline their processes, while we improve and evolve the Meddbase product, meaning we can all help more patients.

This is timely reminder, quite literally, that the product we’re building, and have been building for 17 years, incorporates insight from our customers every step of the way, because when our customers’ businesses grow, we grow with them.


Sam Wood

As Product Architect Sam works closely with teams across the company as well as Meddbase clients to understand which improvements we should work on next, and how best we can deliver them.