A bill is an electronic financial document which contains a comprehensive summary of services rendered to a patient, their description, and other relevant information needed by your practice for revenue collection. Any time a bill is created, it initially is assigned the status of Draft which means it needs to be reviewed.
In this article you'll learn how to:
A bill's status can be either Draft, Completed, Processed or Void, with each status being color-coded.
Note: Bills with status of Draft or Void are not shown on the Billing Ledger tab nor on the Reports tab of the RCM.
Process a Bill
Bills can be set to Processed either automatically or manually.
- In both cases under the Manage Bills tab, click on a bill’s ID to access the bill's details.
Automatically
2.1. Either click on Create Claim or Collect payment. The status of the bill will be updated to Processed to show that action has been taken on the bill.
Manually
2.2. Click on More Actions > Set as Processed.
The status of the bill will update to Processed.
Void a Bill
You may need to void a bill which has been created in error.
1. Click on the bill’s ID under the Manage Bills tab to access the bill's details.
2. Click More Actions then Void.
In the pop-up window, confirm that you want to proceed to Void the bill or Cancel if you have changed your mind.
Note: Once a bill has been voided, it cannot be reinstated.
Once confirmed, the status of the bill will update to Void.
Note: If you try to void a bill which is connected with a claim or a payment, you must first void the connected claim or payment, and then you will be able to void the bill.
Complete a Bill as Paid
A bill marked as Completed has been fully paid based on the sum of the patient payment, insurance payment, patient adjustment and/or insurance adjustment.
As soon as a bill has been fully paid, it will automatically adjust its status to Completed.