• Reasons to Review:

• 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.

• Select the OK button.

• 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.

• Write off Balance

1. Action: Write-off Balance
2. Adjustment Code: Select an Adjustment Code.

• If the Adjustment Code is not in the dropdown, select the Add button.

3. Change Status: Select the Status for the Encounter

• NOBAL - NO BALANCE
• FP - FINALIZED PAID
• FD - FINALIZED DENIED

4. Remove from Batch: Select the checkbox to take the Invoice out of the current batch.
5. Note: Write-Off Notes are added to the Receipt that is created by the system to hold the Write-off transactions.
6. Select Save [F2].

• Reset Dunning Count

• 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.