Billing & invoicing

Invoices, batch invoicing, CMS-1500 claims, payments and payroll.

• Check an invoice's QuickBooks status

  When your company is connected to QuickBooks, the Invoices tab shows whether each invoice reached QuickBooks and lets you push or retry it.

• Create an invoice from unbilled work

  Turn one case's unbilled time, mileage and expenses into a single invoice that you can edit before you save it.

• Create batch invoices and CMS-1500 claims

  Bill a period's work for one or more patients in one go, with CMS-1500 claims ready to send.

• Edit a CMS-1500 claim before sending

  Open a batch's CMS-1500 in the editor, change any box, then download the PDF or save it with the batch.

• Email or fax a batch with its claims and documents

  Send a batch's CMS-1500 claims by email or eFax, with activity logs, scripts, EOBs and signed AOBs attached.

• Mark a batch as waiting for a check

  When the payer confirms payment is on the way, set the expected date so the batch isn't flagged overdue until then.

• Put the auto claim number in Box 1a

  With this switch on, CMS-1500 Box 1a uses the patient's auto insurance claim number whenever one is on file.

• Read the Billing overview

  See money collected and owed, time waiting to be billed, and a month-by-month billed vs. paid report on one screen.

• Record a payment on a batch

  Log each check or EFT against a batch, attach the EOB, and let CaseMgmt mark the batch paid or partly paid.

• Run a case note report for a patient

  List every case note for one patient over a date range with hours, miles and amounts, then download or email it as a PDF.

• Run payroll and mark nurses paid

  See each nurse's hours and pay for a period, mark entries paid, and export, email or push the hours to QuickBooks.

• Send an invoice and record its payment

  Open or download an invoice PDF, email or fax it, record payments as they arrive, and void or restore it.

• Track billing and payments by patient

  See each patient's batches with what was billed, paid and still owed, including denied claims.

• Use the Actions menu on a batch

  View, download, edit, send, pay or void a batch from its Actions menu in Batch History.

• Void, delete or restore a batch

  Cancel a batch so its time can be billed again, bring a voided batch back, or remove voided batches for good.