- An Encounter should go to Workers' Comp, a different Employer, or the fee is incorrect.
- An Encounter or the entirety of the Employer's Invoice can be removed for making corrections and to batch and be sent later.
- From the Invoice Batch Dashboard, select the View Batch Items link.
- Use the Filter Criteria to view items by:
- Employer
- TPA
- Patient
- Encounter
- Review the results for accuracy.
- When a checkbox is chosen on an item, the Remove Selected Items button and the Modify Selected Items button are activated.
Remove Selected Items
- Select the check box(es) for items to be removed from this batch of Invoices.
- Select the Remove Selected Items button.
- A popup displays: Press OK to remove the selected invoices from the batch.
- The items will be removed and will not be sent with this batch of Invoices.
Modify Selected Items
The modification button allows a User to Write-off a Balance or Reset the Dunning Count.
- Action: Write-off Balance
- Adjustment Code: Select an Adjustment Code.
- If the Adjustment Code is not in the dropdown, select the Add button.
- Change Status: Select the Status for the Encounter
- NOBAL - NO BALANCE
- FP - FINALIZED PAID
- FD - FINALIZED DENIED
- Remove from Batch: Select the checkbox to take the Invoice out of the current batch.
- Note: Write-Off Notes are added to the Receipt that is created by the system to hold the Write-off transactions.
- Select Save [F2].
Action: Reset Dunning Count
Dunning Count: Select the Dunning Count from the dropdown.
Note: Reset Dunning Notes are saved in the Notes section of the affected Encounters.
Select Save [F2].
After reviewing, return to the Invoice Dashboard upload or print the Invoices.