Invoice

1. Display the Corporate Invoice Dashboard: On the Main Menu, click Financials. Under MONEY MANAGEMENT, click Corporate Invoice Dashboard.
   The Outstanding Amounts tab appears.
2. On the Outstanding Amounts tab, you can click View invoices for any outstanding amount to see all invoices associated with that payer, or you can click the Search Invoices tab.
3. If you clicked the Search Invoices tab, you can specify filter options to display a list of invoices.
4. On the Search Invoices tab, click a link in the Invoice ID column.
   The Invoice page appears.
5. On the Invoice page, click view invoice to open the invoice that you want to see. (Each invoice sent to the payer has a view invoice link.)
   The actual invoice (in .pdf format) appears. You can print or save the invoice.
   Note: The .pdf file shows the invoice exactly as it was sent to the payer. The amounts shown in the Total Amount column on the Invoice page reflect the current amount owed, including any adjustments or changes made to the claims since the invoice was sent. Therefore, the amount in the Total Amount column may not match the .pdf invoice that you see when you click view invoice.

1. Display the Corporate Invoice Dashboard: On the Main Menu, click Financials. Under MONEY MANAGEMENT, click Corporate Invoice Dashboard.
   The Outstanding Amounts tab appears.
2. On the Outstanding Amounts tab, you can click View invoices for any outstanding amount to see all invoices associated with that payer, or you can click the Search Invoices tab.
3. If you clicked the Search Invoices tab, you can specify filter options to display a list of invoices.
4. On the Search Invoices tab, click a link in the Invoice ID column.
   The Invoice page appears.
5. On the Invoice page, click view EOB to open the EOB that you want to see. (Each EOB from the payer has a view EOB link.)
   The explanation of benefits (EOB) document appears. You can print or save the EOB.

You may not see a claim on the Invoice page for one of these reasons:

• If the insurance package for that claim changed after the claim was first submitted, it would no longer be associated with the original invoice and would now appear on the Invoice page under the new payer or company.
• If the Rebill updated invoices setting for the payer or company associated with the invoice is set to No, any edits made to the claim after it was first submitted caused it to be resubmitted with a new invoice number.
  Note: You can see the value of the Rebill updated invoices setting by clicking the name of the payer at the top of the Invoice page.

You can display the address, phone number, and other information about a payer on all tabs of the Corporate Invoice Dashboard and on the Invoice page.

• On any tab of the Corporate Invoice Dashboard, click the payer name in the Payer column.
• On the Invoice page, click the payer name at the top of the page.

You can edit information about the payer on the Locally Administered Insurance Packages page. To edit this page, you must have the Local Insurance Package Administration permission.

Note: Some of the settings for the payer displayed on the Corporate Invoice Dashboard may not appear on the Locally Administered Insurance Packages page. To see those settings on the Locally Administered Insurance Packages page, your practice must have the Corporate Billing feature enabled.