Invoice: On-Demand
Invoice: On-Demand
Send an On-Demand Invoice outside of your usual cycle
- From the Statements Management Dashboard, select the Create On-Demand Batch button.
- Batch: Choose Invoices.
- Employer or Employer Group: Use the Lookup
to select the Employer.
- DOS From and DOS To: Enter if applicable.
- Post Date From and Post Date To: Enter if applicable.
- Note: An Internal Note can be entered. This Note does not appear on the Invoice.
- 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
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