How To: Bill Documentation

Billing documentation is a two-part process:

1. Update the Billing Status of the documents.
2. Submit Claims to the Billing Queue.

Follow the steps below to ensure accurate and efficient billing.

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Part 1: Update the Billing Status

1. Navigate to Documents

   • Go to Documents in the main menu.

2. Locate the Documents for Billing

   • Use the search and filters to find the documents you want to bill.
   • To update multiple documents at once, check the checkboxes on the left side of each document.
     

3. Update Billing Status

   • Scroll to the Document Actions dropdown.
   • Select "Update Billing Status".
     

4. Set Billing Details

   • Update the Billing Status to "Ready to Bill".
   • (Optional) Add a Billing Comment if needed.
   • Review the selected documents listed by:
     • Document ID
     • Date of Service (DOS)
     • Client Name

5. Submit Changes

   • Click Submit to finalize the billing status update.

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Part 2: Submit Claims to the Billing Queue

1. Navigate to New Billing

   • Go to Billing > New Billing.
     

2. Set Date Range and Filters

   • Input a Date or Date Range that includes the documents you want to bill.
   • Use additional filters to exclude any documents not ready for billing.

3. Review Billing Breakdown

   • Review the billing summary, including:
     • Total Bill by Payer
     • Total Bill by Site
       

4. Add to Billing Queue

   • If everything looks correct, click the "Add to Billing Queue" button at the bottom right.

5. Resolve Billing Errors (if any)

   • If claims cannot be billed, an alert in red will appear, explaining issues such as:
     • Missing client diagnosis
     • Missing staff NPI
       

6. Confirm Successful Submission

   • If all claims are successfully submitted, you’ll see a green confirmation alert in the upper-right corner of your screen.

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Note: Regularly review billing errors to ensure claims are processed efficiently and avoid delays in reimbursement.

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