Invoice History/View Invoices

Invoice History/View Invoices

Invoice History

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

Access the Employer/Attorney Dashboard from the Invoice Batch

  1. Select Statements on the Left Side Menu.
  2. Select the History link.
  3. Select the Statements number on the Invoice Batch
  4. 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.

    • 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

  1. On the Patient Dashboard, select the Guarantor/Employers Name.
    1. This navigates to the Guarantor Dashboard where you can see the Invoices in the Invoice History panel and all Patients linked to this Employer.


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