To streamline your bills processing more efficiently, use the filter and sort functionalities to target the bills you need to address first.
In this article you’ll learn how to:
Note: The RCM automatically retains the most recently selected filters to display the next time you login.
Filter Bills
1. Under the Manage Bills tab, select Filters.
Multiple filter options will appear. To close the filter options, click the Filters button again.
You’ll be able to see a variety of filters which can be applied to your bills:
- Date of Service - you can either choose by Date or by Date range. Select either a single date or a starting and ending date for the date range.
- Patient - start typing a patient's name providing a minimum of 3 characters.
- Statuses
- Labels
- Charge to
- Locations
- Appointment Types
Hint: Click Select All if you want to select all of the options. To select only individual options, click Clear All next to Select All and tick the boxes that you need.
2. Once you are done with your selections, click Apply. The number of selected filters can be viewed within the Filters button.
3. To adjust your filters, you can:
a. Reselect from the filter options and then click Apply
b. Click on Clear All then Apply.
Sort Bills
To sort bills within Manage Bills, click on the column header using an up or down arrow provided.
The highlighted arrow shows the selected sorting.
Note: By default, bills are sorted by Date of Service in ascending order, with the arrow pointing up.