Creating an Invoice
- With the order you want to invoice selected, complete through steps 4 and 5a, in the Invoicing from Orders steps.
- The Invoice Header is displayed. Review the data on this screen (carried forward from the order) and complete or revise as appropriate, beginning with the Account ID.
- Both the Responsible Party and Invoice Type fields are critical; modify if appropriate. If you expected a workers’ compensation invoice but received another invoice type, go back to the order and enter the Injury ID.
- Check that the Plan ID and Billing Address match the order information at the bottom of the screen.
- Clear the Location ID field if this invoice will contain charges from multiple locations.
- The Patient ID field should be filled for an injury, blank for a screening invoice.
- In the Note for a screening invoice, indicate the purpose, such as “June Screenings” to help others identify this invoice.
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When all the necessary fields are completed, commit the
invoice by clicking on the Continue button (Alt+C). A message displays if a data problem is found.
If a message displays that there is no ICD code, go back and add it or the invoice will be rejected. Return to the invoice and save it.
- Upon completing the Invoice Header, the Charges to be Added screen opens. Return to Invoicing from Orders (step 6) to continue.