Attorney and Employer Direct Invoices Overview

Attorney and Employer Direct Invoices Overview

System Setting for the Invoice Functions

A System Setting must be added to make the Invoice functions available.
  1. Admin > General > Invoice
    1. INVOICE - ACTIVATE INVOICE BILLING
      1. Set to Yes if sending Invoices instead of, or in addition to Statements.
        1. This will activate all Invoicing features in the system, including creating Invoice batches and posting Invoice payments.
      2. Default (---) is No.

Directly Invoice an Employer/Attorney for Services

The Employer/Attorney setup allows the User to auto generate an Insurance Profile for the Employer/Attorney when an Employer/Attorney is chosen as the Guarantor. This sets the Insurance Profile as Patient as not Responsible with an Invoice Statement or a HCFA Claim Form being sent to the Employer or Attorney.

Let your Implementation Manager (Trainer) know that you will be sending Invoices. A test file needs to be uploaded to the Statement Department to receive a proof for your approval.


The Invoice number is the letters EM plus the Attorney/Employer ID number plus the Encounter number. 
  1. Example: 25EM1287



Encounter Dashboard Visibility


  1. STB: Open a specific Statement Batch: In the Navigation Box enter STB plus the Statement Batch number. Example STB 70.
  2. EM: Employer/Attorney Dashboard: In the Navigation Box enter EM plus the Employer/Attorney number: Example: EM1287 or EM 1287

View all Employees attached to this Employer/Attorney and Current Balances

  1. On the Employer/Attorney Dashboard, the Employees that are linked are listed in the Patients Linked to Employer panel.

Statement History

The Statement/Invoice History panel displays all Statements/Invoices that have been sent. Select the View link to see the Invoice.

Work A/R for Invoices

  1. Interactive Aging (IA) or Aging by Patient Report: Use the Filter Criteria Type, Invoice or setup a Reporting Group for the Employer/Attorney and filter by Reporting Group.

Sample Invoice


Learn More

  1. Setup the Attorney/Employer Library for Direct Billing (Invoicing)

  2. Add Guarantor/Insurance to Directly Invoice Employer or Attorney

  3. Create an On-Demand Invoice

  4. Invoice Payment Posting


    • Related Articles

    • Statements/Invoices Overview

      Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System Settings for Invoices ...

    • Add Employer/Attorney to Patient Dashboard for Direct Invoicing

      The Guarantor must be correctly setup during Registration or on an existing Patient. When the Employer or Attorney is added as a Guarantor, it is also added to the Active Policies Panel. Add the Employer/Attorney as Guarantor during Patient ...

    • Employer/Attorney Dashboard

      Employer/Attorney Dashboard Libraries > Employers/Attorneys > Select the ID Employer/Attorney Panel Select the Edit link to Modify the Employer/Attorney information. Select the Receipts link to view the Receipts that are attached to this ...

    • Setup the Attorney/Employer Library for Direct Billing

      Library Setup for Employer/Attorney Billing From the Libraries Dashboard, select Employer/Attorneys. Select Add. Enter the Name of the Attorney or Employer. Enter an Abbreviation. Type dropdown: Billable: Use when the Employer/Attorney will be ...

    • Employer/Attorney Library

      Employer/Attorney Library Employers/TPAs/Attorneys can be created as needed from the Guarantor's panel on the Patient Dashboard or from the Employers/Attorneys Library. Libraries > Employers/Attorneys Search for an Employer/TPA/Attorney Before adding ...