Find Claims/Encounters Billed on Monthly PM Invoice

Find Claims/Encounters Billed on Monthly PM Invoice

Find Claims/Encounters Billed on Monthly PM Invoice

Per Claim

Use the Encounter by Status Report to balance the number of Claims submitted with the invoiced number of Claims. Use the following Filter values to find the Claims on your PM Invoice:

  1. Date Type: Moved to Status
  2. Date Span: Previous Month
  • If the Invoice is not from the previous month, select Date Range in the Date Span dropdown and enter a From and To date.
    • From: First day of the invoiced month.
    • To: Last day of the invoiced month.
  1. Status: SP (Sent to Payer)
  2. Check the Include Historical Statuses checkbox.

Per Encounter

Use the Custom Encounter Query to balance the number of Encounters with the invoiced number of Encounters. Use the following Filter values to find the Encounters on your PM Invoice:

  1. Encounter - Added Date: Greater than or equal to first day of the month.
  2. Encounter - Added Date: Less than or equal to the last day of the month.
  3. Encounter - Is Reversed: No
  4. Encounter - Is Test: No
  5. Procedure - Is Billable: Yes




    • Related Articles

    • Credit Memo: Invoice Corrections

      On the Invoice Batch Items screen, the Credit Memo button can be used to correct inaccurately invoiced Encounters. This action will create a Credit Memo (Invoice) to send to the Employer/Attorney with the credit that was invoiced inaccurately. It ...

    • Create an Invoice Receipt and Post Invoice Payments

      Create an Invoice Receipt and Post Invoice Payments (4.9 - In Progress) If you intend to use Invoices or Post Invoice Payments, you must add the System Setting: Admin > System Settings > General > INVOICE = Yes. Even if you do not send Invoices, the ...

    • Statement/Invoice Profiles Setup

      Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...

    • PM Invoices and ACH Payment (Table of Contents)

      Contents Access Your Invoices/Setup ACH Payment Find Claims/Encounters Billed on Monthly PM Invoice

    • Invoice Profile Setup

      In addition to Statement Profiles, a separate Profile is required for Invoices. Invoice System Settings These are some of the most important System Settings for Invoices. There may be others that you want to include as well. Admin > System Settings ...