Select Schedules (Claims) from the Accounts Menu.
You can choose to view schedules based on Status, Claim Type, Provider, Payee or by whether it has been Paid.
NOTE: 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.
Click the + on the left of each item to see more details.
Correcting items in the schedule
To visually inspect schedules before printing or sending, highlight the schedule and click Preview.
You can save, email or print this document.
You can make changes to each schedule by right-clicking on it. Although statuses will automatically update depending on your actions (see below), you can also change the status manually.
If you need to make corrections to the details, click the + on the left of each item to see more details.
You can make changes to each individual item by right-clicking on it. Selecting Patient Accounts will take you to the Point of Sale screen. You can then enter any corrections, credits or reverse payments.
Schedules (batched invoices) need to be sent to the appropriate payors.
If the payor accepts electronic schedules (backgound colour is green), you can select the schedule at click on Send in the Actions bar.
For payers who need a physical copy you can select the schedule and click on Print. You are able to both send electronically and print the schedule (if you would like to keep hard copies).
The electronic file is saved in the message log. When the file is successfully sent the status of the schedule will be updated.
You will be alerted if the file is not sent successfully.
A new open schedule will be created when the next invoice item is created.