New Invoice Settings 4.7
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.
Default (---) is No.
- 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.
No and (---): Provide all available encounters to post an Invoice.
Yes: Only post to 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.
- 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.
No and (---): Do not set Profile as Default
Yes: Set the Employer Profile as Default
Sets the Employer Profile as Default when the Employer is added as the Guarantor and invoicing Employers/Attorneys.
- 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
- 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.
- SENDS THE VALUE AS IF IT WERE A PATIENT
This setting will send a Custom Field from Employer on the Invoice in the same manner as a Balance forward line.
The value for the setting is the unique back-end ID of the Custom Field that DEV needs to provide and will send the value as it were a Patient.
Format > EN|patient_name|Custom field name Value
- WHEN CREATING EMPLOYERS THROUGH THE INTERFACE, PREVENT STAFF FROM ADDING EMPLOYERS/ATTORNEYS MANUALLY
No and (---): Allow users to add EmployersAttorneys also.
Yes: Do not allow users to add Employers/Attorneys manually.
This setting will prevent users from creating Employers/Attorneys manually when they are also being created through the Interface
- PRINT DOB ON INVOICES
No and (---): Do not include the DOB on the Invoice
Yes: Add the DOB on the Invoice
- 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.
- 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
- SHOW TPA ESCROW
No and (---): Do not show TPA escrow
Yes: Display TPA Escrow on the Invoice
- ADDS "TPA" DROPDOWN FOR NONE/IS TPA/HAS TPA WHEN AN EMPLOYER/ATTORNEY IS SET TO BILLABLE
No and (---): Do not add this dropdown setting
Yes: Activate the TPA dropdown for None/Is TPA/Has TPA
This setting will activate the "TPA" dropdown for None/Is TPA/Has TPA when an Employer/Attorney is set to Billable in the Employer/Attorney Library.
- Also shows "CPT" field where the User could optionally specify a CPT code which would qualify the visit as being billed to the TPA.
- An Employer on an encounter may be attached to a TPA.
- When generating statements (invoices), create 1 statement per TPA for Encounters that contain the specified CPT code.
- Subtotal by each Employer (non-TPA) on the Invoice with the total amount.
- Show each individual Patient linked underneath the Employer with the amount due in the CPT Description field and NOT in the Amount Due field.
- USE SYSTEM INVOICE
Invoices can be system-generated if you need to print/deliver them locally. These can also be uploaded to be printed and mailed for you.
Yes: (Recommended) Use system-generated Invoices.
This adds the Invoice Options panel on the Statement Profile screen.
No and (---): Do not use the system-generated Invoice.
This adds the Invoice Options panel on the Statement Profile.