Access Your PM Invoices/Setup ACH Payment

Access Your PM Invoices/Setup ACH Payment


Notes
Only Users designated as Site Admins can view the Billing Invoices. This Permission can be removed from the Site Admin.

Access Your Invoices

  1. Go to the Admin Dashboard.
  2. Select Invoices.


  1. Select View to see a specific Invoice.

  1. The PDF of the Invoice can be downloaded or printed.


Set Up ACH Payment

You can Add and Update your own ACH information when making an Invoice Payment.

  • This simplifies the collection of Payment Information, saving you time.
  • It improves security by removing the need for the client to share their account information.


Add an ACH Payment Method

  1. From Admin on the left menu, select Invoices in the Billing panel.
  2. Select the Manage ACH button.


  1. Select the Add button.
  2. Complete the Fields.
  3. Select Save [F2].



Modify an ACH Payment Method

When the information is stored, the banking information fields are locked and cannot be modified.

  • Only the last 4 digits of your bank account are visible.
  • The Account Nickname, Account Type, and the Effective Date can be modified.
  • Select the Modify icon to make changes to these fields.

If you need to change the banking information, add a new ACH account with a new Effective Date.

Delinquent Accounts and Billing Holds

When an account has an outstanding balance (part or all of Invoice was not paid), the Database(s) will be placed on a Billing Hold, you are unable to:

  • Upload/Batch Claims
  • Upload/Batch Statements
  • Receive Confirmation Files (CF)
  • Access 277 Files
  • Access 835 Files (ERAs)

Resolve the Billing Hold

Contact the Account Department to make a Payment, which will allow the Billing Hold to be removed.

  • Once the Billing Hold is removed, full services will be restored.
  • All files that were placed on hold will appear within an hour.


Learn More

Find Claims/Encounters Billed on Monthly PM Invoice


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