Use Invoice Manager

Description:

Thei guide reviews how to use the invoice manager, how to set up a patient's case to bill an invoice, how to set up an invoice payer, and how to track invoices.

Applies To:

TheraOffice Customers

Steps:

The Invoice Manager allows for a visit to be invoiced instead of being batched through the Batch Manager. This is primarily used to invoice attorneys.

How to Use the Invoice Manager

1. Select the backstage menu and under Accounting, select Invoice Manager.

2. This will populate the Invoice Manager tab. Highlight the Invoice Payer you need to create an invoice for and select Generate Invoice.

3. This will bring up the Generate Invoices pop up. Select Add Visit.

4. This will populate the Invoice Items window. Select the patients you wish to generate an invoice for and click OK.

5. Select Print.

Setting Up a Patient's Case to Bill an Invoice

1. Within the patient's case information, go to the Payer section and set the Billing Sequence to "Bill Invoicee - Don't Bill Patient Or Insurance". Then make sure to select the correct Invoice Payer below.

2. If the settings above are setup in the case after visits have already been created you will need to update those visits manually since updating the patient's case will only affect visits going forward. In order to update an already created visit to bill to an invoice select the Properties option within the visit.

3. Go under the Statements / Invoicing option and set the Rules to "Don't Batch Visit - Invoice Manager" and set the Invoice Payer as well. Click Save & Close when done.

Setting Up an Invoice Payer

1. If the invoice you are looking for isn't an option within the Invoice Manager, you will need to add them as an Invoice Payer first. Select the backstage menu and under Manage, select Invoice Payers.

2. Select Add Payer, fill in the appropriate information, and click OK when done.

Tracking Invoices

1. In order to track payment for invoices, select the backstage menu and under Accounting, select Invoice Aging.

2. This will allow you to see how many days you have been waiting to receive payment from the invoice.