Unbilling
A visit can be un-billed if an error is discovered after it has been exported in a claim. Because these mistakes are typically clerical, they may not be detected by any of the system’s Exceptions pages. Once the error has been corrected, the visit can be re-billed. If applicable, one can “un-bill” a single visit or all the visits within an invoice, or all visits within a batch. Complete the following steps to “un-bill” a visit.
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Step |
Action |
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1 |
Navigate to Billing > Invoice Search. |
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2 |
Locate the Visit/Invoice/Batch to un-bill. |
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3 |
From the Search Results page or Batch/Invoice Details page, click on the delete icon (
Un-Billing Options
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4 |
The user is prompted to enter a Reason and Note explaining the deletion. Click Delete to finalize. Schedule and Confirmation details for any un-billed visits become available to edit. | ||||||||
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5 |
Once corrections have been applied to the visit(s), it can be re-billed (refer to instructions in the Rebilling - Resubmission and Adjustments topic). The new invoice details and the Deleted Invoice Number display on the visit’s Billing Info tab.
Invoice Details on the Billing Info Tab Note: If a user invoices, runs payroll, and then un-bills and edits visit details, then a Payroll Adjustment is generated, which is applied during the next Payroll Batch. Refer to the Payroll category to apply an un-billed visit to a new payroll batch. |
) to remove (un-bill) the visit, invoice, or batch (as seen in the image to right).
