Group Invoices by Month or Year
To prevent claim rejections, different invoice grouping options are available under Admin > Contract Setup > Billing/Collections page. This prevents Visits from different years or months from being grouped into one invoice.
To change your invoice grouping type:
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Go to Admin > Contract Setup > Search Contract and select the Contract.
- On the Billing/Collections page, scroll down to the Organize Invoices By section.
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Select the Once Invoice Per Patient, Period box.
In the Period dropdown field, select the time period you would like to group invoices by.
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Click the Save button at the bottom of the page.
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Select… |
To… |
|---|---|
| Week | Group invoices by a specific calendar week. |
| Month | Group invoices by a specific calendar month. |
|
Year |
Group invoices by year for a specific calendar year (for example, one invoice for 2020, and one invoice for 2021) |
| Week + Month |
Group invoices by week and for a specific calendar month. Invoices are separated by week, and then by month. For example, in the week of Sunday 03/30/2025 - Saturday 04/05/2025, two invoices are created, as follows:
|
|
Week + Year |
Group invoices by week and for a specific calendar year. Invoices are separated by week, and then by year. For example, in the week of Sunday 12/26/2021 - Saturday 1/1/2022, two invoices are created, as follows:
|