Once, you have confirmed all the completed visits in the Visit Manager:
- Click on the BILLING tab that appears across the top of the screen of the Client 360; the INBOX tab should appear underneath that bar and should be highlighted green.
- All approved visits will appear in on this screen (similarly to an inbox folder for your email) and will be sorted by “week ending” date.
- Choose a set of dates that you would like to review/ bill to the left of the orange GO button & click GO
- Click on a client's name to review the charges to be billed.
- Make any necessary adjustments to the billing rates by clicking on any rates that need adjusted.
- Add any additional adjustments, if needed, in the Adjustments section for the dates that services were provided (i.e. groceries that were picked up for the client, etc.).
- Click on the box to the left of the words PRINT CARE LOG, to have the care log print with the invoice if that kind of documentation is needed for the payor.
- Click on the box next the words APPROVED TO BILL once you have made all necessary adjustments.
- Click either:
the SAVE & NEXT button to save what you have entered and move on to the next claim in your billing inbox
OR
the SAVE & CLOSE button to save what you have entered and return to your billing inbox
Once the charges have been approved to bill, then all self-pay claims, LTC claims, or other claims not being billed electronically move to the INVOICES tab.
Click on the INVOICES tab to view claims that can’t be processed electronically and/or print them.
Choose APPROVED TO BILL from the "View" drop-down list provided to the right and click the orange GENERATE INVOICES button to have the system generate an invoice number with each.
Click on the PRINT INVOICES button once you have reviewed them all and are ready to send them out
ORClick on the invoice itself that you would like to print individually
As you receive payment from your clients, you can keep track of payments by entering that information into the A/R tab.