A list of all Invoices is viewable in the Invoice History panel on the Employer/Attorney Dashboard.

Access the Employer/Attorney Dashboard from the Invoice Batch

• Select Statements on the Left Side Menu.
• Select the History link.
• Select the Statements number on the Invoice Batch
• Select the Employer number in the Employer column.

Invoice History Panel

• Detailed History information is given for each Invoice.

• Batch Number: Auto created by the System
• Invoice Profile: Shows the Invoice Profile that is linked to this Patient.
• Batch Status: Shows the Uploaded status with the Date of upload.
• Batch Method: Batched or On-Demand
• Invoice Number: Patient ID plus EM plus Employer ID
• Type: Invoice or Statement
• New Encounters/Amount: Encounters that have not been included on a previous Invoice.
• Previously Billed Encounters/Amount: Encounters that have been included on a previous Invoice.
• Total: Total of New and Previously Billed Encounters
• Invoice Status: The Mailed Status
• Paid
• View: Select the View link to view the PDF version of the Invoice sent to the Employer.

• The ability to view a Statement/Notification is available for a limited time.
• No longer available displays after 120 days.

• Manually Removed: Shows if a User manually removed this Invoice from the Batch which does not apply to On-Demand Invoices.
• Not Batched: Only applies if Invoices were batched.
• Exception: Shows if the Invoice errored out in a batch.

Access to a Patient's Invoice History from the Patient Dashboard

• On the Patient Dashboard, select the Guarantor/Employers Name.

• This navigates to the Guarantor Dashboard where you can see the Invoices in the Invoice History panel and all Patients linked to this Employer.

View an Invoice as a PDF

To view an Invoice as a PDF, select the PDF icon.