Review Invoice Details

Reviewing processed invoices, specifically those with a Pending Status (not yet exported from HHAX) allows Providers another opportunity to identify clerical errors that could be missed by the Prebilling Review or Billing Review exception pages.

 

Complete the following steps to review the details of processed invoices By Batch, By Invoice and By Visit (as described in the following tables per option).

By Batch

Step

Action

1

Navigate to Billing > Invoice Search > By Batch.

2

Search for the batch using the available filters. Click the Search button.

3

The results generate invoice batches accordingly. Locate the batch and click on the Batch Number (link) to review the individual invoices within a batch.

 

Users can click the leftmost Batch Number link in the Batches table.

Search by Batch

4

Review the details. If an error is discovered, then a visit (with a Pending Status) can be removed from an invoice by using the Delete Icon. Once an invoice has been exported (with a Billed Status), visit information cannot be edited (or removed).

 

The Batch window displays invoices within the batch including essential details for both the batch and invoices.

Invoices within a Batch
5 Click the Back button to navigate back to the search results page.

 

By Invoice

Step

Action

1

Navigate to Billing > Invoice Search > By Invoice.

2

Search for the invoice using the available filters. Click the Search button.

3

The results generate invoices accordingly. Locate the invoice and click on the Invoice Number (link) to review the individual invoice details.

 

In the Invoice tab, users can click the leftmost Invoice Number link in the Invoices table.

Search by Invoice

4

Review the details. If an error is discovered, then a visit (with a Pending Status) can be removed from an invoice by using the Delete Icon. Once an invoice has been exported (with a Billed Status), visit information cannot be edited (or removed).

 

Click the Print Invoice button to print the invoice.

Click Print Duty Sheet button to print the Duty Sheet associated with the invoice (if/as applicable).

The Print Invoice and Print Duty Sheet buttons display at top right of the Visits table for printing actions related to the invoice and visit information.

Visits within an Invoice
5 Click the Back button to navigate back to the search results page.

 

By Visit

Step

Action

1

Navigate to Billing > Invoice Search > By Visit.

2

Search for the visit using the available filters. Click the Search button.

3

The results generate invoiced visits accordingly. Locate the visit and click on the Invoice Number (link) to review the invoice that the visit was included in, or click on the Batch Number link to review the batch that the visit was included in.

 

In the Invoiced Visits table, the Invoice Number and Batch Number links are located at the leftmost of the table.

Search by Visit

4

Review the details. If an error is discovered, then a visit (with a Pending Status) can be removed from an invoice by using the Delete Icon. Once an invoice has been exported (with a Billed Status), visit information cannot be edited (or removed).
5 Click the Back button to navigate back to the search results page.