Creating an Invoice

  1. With the order you want to invoice selected, complete through steps 4 and 5a, in the Invoicing from Orders steps.
  2. 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.
  3. 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.
  4. Check that the Plan ID and Billing Address match the order information at the bottom of the screen.
  5. Clear the Location ID field if this invoice will contain charges from multiple locations.
  6. The Patient ID field should be filled for an injury, blank for a screening invoice.
  7. In the Note for a screening invoice, indicate the purpose, such as “June Screenings” to help others identify this invoice.
  8. 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.
  9. Upon completing the Invoice Header, the Charges to be Added screen opens. Return to Invoicing from Orders (step 6) to continue.