Billing Review
The Billing Review page is used to check invoiced visit information against export requirements specific to each Payer. Invoiced visits that do not meet the export requirements are held on this page until the issue is corrected. Complete the following steps to review invoiced visits held in the Billing Review page.
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Step |
Action |
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1 |
Navigate to Billing > Billing Review. |
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2 |
Search to view all invoiced visits held in Billing Review. Click the Search button for all held visits or specify search criteria using the available filters (such as Payer, Hold Reason, and Invoice To/From date ranges).
Billing Review Search Filters |
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3 |
The results (summary) are generated beneath the search fields and filters. By default, the system sorts by Payer. As illustrated, this summary provides a breakdown of the number of visits on hold by type (Hourly, Daily, and Visit) as well as the Total Amount on Hold (total dollar amount on hold).
The value under the Total Visits column is a link that loads a new screen displaying the search results in a detailed view. Click the number (link) to proceed (in this case, “1”).
Billing Review: Summary View |
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4 |
The Detailed View window displays the Hold Reasons per visit.
Billing Review: Detailed View |
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5 |
To resolve Hold Reasons, navigate directly to the Patient Profile and the Visit window by selecting the Patient Name and Visit Date links for the corresponding visit, respectively.
Patient Name and Visit Date Links |
Refer to the Billing Review Problems and Resolutions topic for guidance on resolving various types of Hold Reasons.