Invoice Overview
Invoice Overview
In the Invoice screen, you can create a new invoice or edit an existing invoice. The parts of the invoice screen are as follows:
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The Invoice Header Here is where you will find the following controls: Save, Go Back & Discard Changes, Delete, Invoice drop-down selection tool, Print and Attachments. |
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Invoice Information The invoice information section in the Invoice screen opens with the invoice number and date automatically populated. When you add the treatments to the invoice, the charges portion is updated automatically. If you selected a patient in the Billing screen, that patient's name and insurance company appears in the appropriate fields though you can change them. |
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Invoice Notes Add one or more notes about the patient's invoice by selecting the New Invoice Note |
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Invoice Message Add a message that you would like to appear on the Patient Invoice or the Insurer Invoice. |
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1500 Form Fields A free-form text entry field where you can add additional information. Corresponds to field 19 of the 1500 form "Additional Claim Information". Re-submission code selection and Original Ref No. are used when sending corrected claims, corresponds to field 22 of the 1500 form. |
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Un-Invoiced Treatments Lists all of the treatments that have not been added to an invoice for this patient. You can override some fields when you add the selected treatments to an invoice. |
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Treatments on Invoice A list of all treatments on this invoice. |
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EDI Transaction Id This field is automatically populated if the invoice is submitted using Electronic Data Interchange (EDI). |
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