A System Setting must be added to use Invoices.
- Admin > System Settings > General > Invoice
- INVOICE - ACTIVATE INVOICE BILLING
- Set to Yes if sending Invoices instead of, or in addition to Statements.
- This will activate all Invoicing features in the system, including creating Invoice batches and posting Invoice payments.
Invoice System Settings
BALFWMESSAGEINV
- Show "Balance Forward for Invoice(s): 123EM45, 23EM45" as the "Procedure Description".
No and (---): Do not add the Balance forward message
Yes: Adds Message Showing Invoice Numbers.
- This setting will add a message showing the Balance Forward with Invoice numbers as the Procedure Description.
- Example: "Balance Forward for Invoice(s): 123EM45, 23EM45"
- The total due is the total amount of the Balance Forward.
- First, Go to the Invoice Statement Profile:
- Activate Balance Forward first by selecting 1 (MAX) for the Number of Statements that should display transaction detail.
DEFAULTINVOICESTATEMENTCOUNTFILTER
- PAYMENT APPLICATION FILTER CRITERIA FOR STATEMENT COUNT >/= IS SET TO 1, ON THE POST PATIENT & COLLECTION PAYMENTS. DEFAULT FOR BILLED ENCOUNTERS
No and (---): Show all Encounters when posting an Invoice Payment. Even if they have not yet been billed.
Yes: Only show Encounters that have been billed.
- Only Post to Encounters that have been billed on an Invoice.
- The Payment Application Filter Criteria is Statement Count >=1, on the Post Patient & Collection Payments.
- This will prevent the display of Encounters that have never been billed.
EMPLOYERDEFAULT
- FOR INVOICING EMPLOYERS AND/OR ATTORNEYS USING THE INVOICE SETUP, DIRECT TO EMPLOYER BILLING. SET THE EMPLOYER PROFILE AS THE DEFAULT WHEN IT IS ADDED AS THE GUARANTOR.
- When a new Employer profile is created from the Add Guarantor screen, should that profile be flagged as the default Responsible Party for that Patient when Invoicing Employers/Attorneys?
No and (---): Do not set Profile as Default
Yes: Set the new Employer Profile as Default
INCLBALFWCYCLE
- ADDING THIS SETTING WILL INCLUDE BALANCE FORWARD AMOUNTS WHEN INVOICES ARE RUN ON-DEMAND
No and (---): Do not include Balance Forward amounts
Yes: Include Balance Forward amounts
INCLBALFWINV
- CALCULATE BALANCE FORWARD IN THE TOTAL PRINTED ON THE INVOICE
No and (---): Do not show previous balance due amount in the Total Due.
Yes: Include the Balance Forward amount in the Total Due.
INVOICECUSTOMFIELD
- SENDS THE VALUE AS IF IT WERE A PATIENT
- This setting will send an Employer Custom Name and the field Value on the Invoice.
- Contact Support for help with the setup (They will provide the field name value needed.).
- Example: This could be used to send a PO Number on Invoices.
- Format > EN|patient_name|Custom field name Value
NOEMPLOYERUPDATE
- WHEN CREATING EMPLOYERS THROUGH THE INTERFACE, PREVENT STAFF FROM ADDING EMPLOYERS/ATTORNEYS MANUALLY
No and (---): Allow users to also manually add EmployersAttorneys.
Yes: Do not allow users to add Employers/Attorneys manually.
- This setting will prevent users from creating Employers/Attorneys manually when they are being created automatically through a System Integration.
ONDEMANDINCYCLE
- INCLUDE RECENT ON-DEMAND INVOICES ON CYCLE BATCH
No and (---): Do not allow recent On-Demand Invoices to be batched in the next cycle batch.
Yes: Batch recent On-Demand Invoices in the next cycle batch.
PRINTDOB
- PRINT DOB ON INVOICES
No and (---): Do not include the DOB on the Invoice
Yes: Add the DOB on the Invoice
- This setting will add the Date of Birth (DOB) to the Invoice
SENDZERO
- SEND $0.00 ENCOUNTERS ON AN INVOICE
No and (---): (Default) Do not send if an Encounter total net is zero
Yes: Send an Encounter if the total net is zero.
- This setting works in conjunction with the System Setting, LINEBAL, found under the Statements category and must be set to All.
SHOWBALANCEFORWARDINVOICEIDS
- REQUEST FOR BALANCE FWD LINE ON INVOICE TO INCLUDE THE PREVIOUS INVOICE NUMBER
No and (---): Do not include the Previous Invoice Number.
Yes: Include the Previous Invoice Number on the Balance Forward line of the Invoice.
SHOWINVOICEESCROW
- SHOW ESCROW ON INVOICES
Yes: Display Escrow balances on Invoices
- This setting will add a line on Invoices to display Escrow (money paid but not allocated to a specific Encounter/Charge).
- The line will display the Invoice Number for each Receipt that has Escrow and is attached to a specific Invoice.
- For Escrow not attached to a specific Invoice, the line amount will display as a Total.
- This setting does NOT apply to Third Party Administrators (TPAs).
No and (---): Do not display Escrow on Invoices.
SHOWTPAESCROW
- SHOW TPA ESCROW
No and (---): Do not show TPA escrow
Yes: Display TPA Escrow on the Invoice
TPASTATEMENTSPLIT
- ADDS "TPA" DROPDOWN FOR NONE/IS TPA/HAS TPA WHEN AN EMPLOYER/ATTORNEY IS SET TO BILLABLE
No and (---): Do not add TPA features.
Yes: Activate the TPA features.
- This setting activates the Invoicing features and adds more options to the Employer screen.
- When the Employer Type is set to Billable, drop-down TPA options are available for:
- None: There is no TPA for this Employer.
- Is TPA: This Employer is a TPA.
- Has TPA: This Employer uses a TPA (for everything or for specific Procedures.
USENEWINVOICE
- USE SYSTEM INVOICE
Yes: (Recommended) Use system-generated Invoices.
- Activates this setting to generate and print/deliver your Invoices locally.
- This adds the Invoice Options panel on the Statement Profile screen.
- Learn More
No and (---): Do not use the System-generated Invoice.
- All new Invoices need to be uploaded for the them to be printed and mailed for you.