Invoice Confirmed Visits

Follow the steps below to generate invoices for visits scheduled under Linked Contracts.

1. Go to Billing > New Invoice Batch.

2. On the New Invoice Batch page, enter values in the available filter fields to search for visits ready for invoicing. Values for the Contract, Service Category and Discipline must be specified to perform a search. The Contract value must be entered first, as the values for the Service Category and Discipline fields depend on the type of service permitted by the selected Linked Contract.

   

3. The Service Category field automatically defaults to Home Health, as the category authorized by the Contract. The Discipline field only contains two values: Select All and HHA, or the only Discipline associated with the Service Category Home Health.

   Click Search once the required search values are entered.

   

4. On the search results, any visits ready for invoicing (and matching the search criteria) are returned.

   If the search returns several pages of results, use the Save & Next button to save all selections on the current page and go to the next. The Select All & Save button selects all visits included in the search results.

   

5. Select the checkboxes to specify which visits are to be invoiced.

   

6. Once selections have been reviewed and finalized, click the Invoice Batch button; OR, click the Generate All Invoices button to prompt the system to invoice every Visit returned in the search results.

7. The system alerts that the batch is generating. Use the Process Monitor page under Admin > Process Monitor to gauge the processing status.