1. Invoice with encounter
When the insurance company asks you for an invoice for all remit notes for a specific patient, perform the same steps in the following video:
After creating a new record, select client name (insurance company), date range, Encounter (patient) and Search:
Results will only show receipts from that patient. Select receipts and confirm:
Select again your receipts to add them to your invoice and Save.
After saving you will be able to process the invoice consolidated.
After following the aforementioned steps you can check the generated invoice.
Congratulations! Now you can create your invoices with an encounter.
2. Remove remittance notes from an invoice in progress
When you want to remove a remit note for any reason or error, follow the steps in the process below.:
Look for an invoice (status must be in progress to remove lines) on Invoice Consolidated search menu and select your invoice:
Change Detail Type to Deferrals:
Now select the lines to remove and click minus icon ( - ) to remove those lines. Confirm:
1. You completed all the steps, excellent! You can now complete your invoice or add the remit notes to another consolidated invoice.
2. For every remit note cancellation, a credit note is generated that is stamped to notify the TAX Bureau.
3. Cancel invoice
When you want to cancel the entire consolidated invoice, choose all the consolidated remit notes.
First search for your invoice on Invoice Consolidated window and enter from list of results:
Click context menu and Cancellation of Invoices:
Now fill header information missing, remove every sales receipt line until the Detail field is left blank and Save:
By deleting every consolidated remit note, your invoice will be automatically cancelled.
After following the aforementioned steps:
1. The remissions now are available to be added to a new invoice.
2. You can share via email, the zip with the credit note and the generated xml.
3. If the invoice was already paid, the registered payments will be detached from the invoice, and the system will inform you to return the amount by check.