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
Admin > System Settings > Invoice
ANY_INVOICE_PAYMENTS
- WHEN POSTING AN INVOICE PAYMENT, ALLOW POSTING TO AN INVOICE WITH A DIFFERENT EMPLOYER
This setting controls the visibility of the Show all Invoices checkbox when posting an Invoice Payment.
When the checkbox is checked, the Invoice dropdown will include Invoices from all Employers, allowing the Payment to be applied to an Invoice billed to a different Employer than the one selected on the Receipt.
No and (---): The “Show All Invoices” checkbox is not available. The Invoice dropdown only shows the Invoices associated with the Employer selected on the Receipt.
Yes: The “Show All Invoices” checkbox is available when posting an Invoice Payment. Invoices from all Employers are available in the dropdown when this is selected.
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
LINEORDER
- CHANGE ORDER OF LINES ON INVOICE - DEFAULT IS BY PATIENT/DOS
- Patient, DOS and (---): Sorts the Invoice by Patient and sub-sorts by DOS.
- DOS, Patient: Sorts the Invoice by DOS and sub-sorts by Patient.
NOEMPLOYERUPDATE
- WHEN CREATING EMPLOYERS THROUGH THE INTERFACE, PREVENT STAFF FROM ADDING EMPLOYERS/ATTORNEYS MANUALLY
- No and (---): Allow users to also manually add Employers/Attorneys.
- 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 (---): Exclude recent On-Demand Invoices in the next Cycle Batch.
- Yes: Include recent On-Demand Invoices in the next Cycle Batch.
PRINTDOB
- PRINT DOB ON INVOICES
This setting will add the Date of Birth (DOB) to the Invoice
- No and (---): Do not include the DOB on the Invoice
- Yes: Add the DOB on 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.
SHOWDECIMALUNITS
- SHOW DECIMAL PLACES FOR INVOICE UNITS
- Determines how decimals are displayed on locally generated/printed Invoices.
- No and (---): Do not show decimals for Units on locally generated/printed Invoices.
- The Units will round to the nearest whole number.
- Yes: Show decimals for all Units on locally generated/printed Invoices.
SHOWINVOICEESCROW
- SHOW ESCROW ON INVOICES
- No and (---): Do not display 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).
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 them to be printed and mailed for you.
Learn More