Invoice: On-Demand

Invoice: On-Demand

Overview

An On-Demand Invoice is an Invoice that is created outside of the usual Invoice Cycle. On-Demand Invoices are created from the Create On-Demand Batch button on the Statements/Invoices Management Dashboard. They can be limited to:

  • A single Employer, Third-Party Administrator (TPA) Employer, or Employer Group

  • Encounters for a specific Patient or Guarantor

  • A Previous Invoice

  • A Date of Service (DOS), Post Date, or Responsibility Date range

Use an On-Demand Invoice when an Employer needs an Invoice before the next Cycle Batch, such as:

  • Corrected Invoices: Send an updated Invoice to the Employer after Encounters are corrected. Use it alongside a Credit Memo.

  • Employer Requests: Send a new or replacement Invoice right away when an Employer calls about an incorrect Invoice or one that hasn’t been received.

  • Specific Dates of Service: Give an Employer the details for a specific time period by filtering by DOS, Post Date, or Responsibility Date.


  • Single Patient: Send the Employer an Invoice for one Patient’s Encounters without rerunning the whole Cycle Batch.

When a previous Invoice is sent again as an On-Demand Invoice:

  • The new Invoice keeps the original Invoice number with a dash and a number suffix (-2, -3, etc.).

  • The new Invoice appears in the Invoice History panel on the Employer Dashboard.

  • The Invoice lists the same Encounters, but the Total Amount may be different because of Payments posted since the original Invoice was sent.


IdeaIf the Employer needs more detail than an Invoice shows (such as Receipts, Aging, or Unpaid Visits), run the Employer/Attorney Ledger instead. The Ledger also has an Exclude On Demand Invoices option to leave On-Demand Invoices out of the report.

Invoice: On-Demand

Send an On-Demand Invoice outside of your usual cycle

  1. From the Statements Management Dashboard, select the Create On-Demand Batch button.

  1. Batch: Choose Invoices.
  2. Employer or Employer Group: Use the Lookup  to select the Employer.
  3. DOS From and DOS To: Enter if applicable.
  4. Post Date From and Post Date To: Enter if applicable.
  5. Note: An Internal Note can be entered. This Note does not appear on the Invoice.
  6. Select Create Batch [F2].


Resend Previous Invoices

A previous Invoice Batch can be rebatched using the Create On-Demand Batch button on the Statement/Invoice Management Dashboard.

  • The new batch uses the original Invoice number with a dash and a number suffix ( -2, -3 etc.).
  • The number after the dash represents the number of times the Invoice has been batched.
  • The new Invoice batch will be displayed in the Invoice History panel on the Employer Dashboard.
  • Filters to sort your Invoices:
  • By the current Status.
  • The Status options are Open (default), Paid, or All.
  • By the Invoice ID.
  • You can search by any part of the Invoice ID.
  • This field searches by contains not equals.
  • The Batch Reprint contains any Payments made since the first Invoice was sent.
  • The same Encounters will be on the Invoice, but Total Amount may be different because of posted Payments.

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