Viewing schedules

The default view shows all schedules with an OPEN status (not yet printed or processed for sending). These schedules may still have items added to them.

You can choose to view schedules based on Status, Claim Type, Provider, Payee or by whether it has been Paid. Once you have chosen one of these categories, a list of options is shown. Tick the items you wish to view. Right click anywhere in the list to view options for selecting e.g. [Select all] or [Select this item only]. If one category is open but you wish to view another, click on the arrows in the top right corner to collapse this list and display the categories.

Order items shown in the schedule by clicking on the column headings. Filter any column by clicking on the funnel icon in the column header. Only those claims with the chosen value in that column will be displayed.

Click on [+] to drill down to the invoice details. If the schedule contains more than one item, they will appear as a list.

Sending schedules

Schedules (batched invoices) need to be sent to the appropriate payors.

Some payors can accept electronic schedules. If so, you can use the Send function (creates electronic files for sending). If not, use the Print function. If your practice wishes to keep hard copies, you can Send and Print.

To visually inspect schedules before printing or sending, highlight the schedule and press [Preview] from the Actions menu at the right of the screen or using the right click menu.

Note: duplicate items would have initiated warnings at the time of creation unless specifically allowed. For example, in the POS screen, if two consultations are invoiced on the same day, the following message will have appeared the second time [Consultation] was clicked in the Services menu:

If corrections need to be made, click on [+] to view individual items and then right click on the item that requires correction. Select [Patient Accounts] from the menu that appears. This will take you to the Point of Sale screen. Select the Accounts Payment tab and correct the entry using the process described above entitled Corrections, Credits and Reverse Payments.

When you are satisfied with the schedule(s) either Print or Send them. Do this by highlighting the item and click on [Print] or [Send] from the Actions menu on the right or by selecting [Print] or [Send] from the menu that appears when you right click the schedule in the list.

Details of the electronic file are saved in a special log file. If the file is successfully sent, this will appear in a message and the process status will be automatically updated. The schedules are now closed to any further additions.

Note: If the file has not been successfully sent, a message will appear to this effect. The right click menu does include a submenu labeled Change Status which can be used if you wish to change the status manually e.g. if you wish to close but not send a schedule.

A new open schedule will be created when the next appropriate invoice item is created.

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