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.

2. Batch: Choose Invoices.
3. Employer or Employer Group: Use the Lookup  to select the Employer.
4. DOS From and DOS To: Enter if applicable.
5. Post Date From and Post Date To: Enter if applicable.
6. Note: An Internal Note can be entered. This Note does not appear on the Invoice.
7. 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.

Learn More

• Attorney and Employer Direct Invoices Overview

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

• Add Employer/Attorney to Patient Dashboard for Direct Invoicing

• Invoice Payment Posting