A System Setting must be added to use Invoices.
Admin > System Settings > Invoice
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 (---): 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.
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 show previous balance due amount in the Total Due.
Yes: Include the Balance Forward amount in the Total Due.
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
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.
No and (---): Allow users to also manually add Employers/Attorneys.
Yes: Do not allow users to add Employers/Attorneys manually.
No and (---): Exclude recent On-Demand Invoices in the next Cycle Batch.
Yes: Include recent On-Demand Invoices in the next Cycle Batch.
No and (---): Do not include the DOB on the Invoice
Yes: Add the DOB on the Invoice
No and (---): (Default) Do not send if an Encounter total net is zero
Yes: Send an Encounter if the total net is zero.
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 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.
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.
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.