Crystal Self Pay Bill - PM

Generate a self-pay statement, in the Crystal Reports format.

Self pay payment information is set up in the Facility Defaults form, allowing you to indicate where the client can return their payments.

Go to: Avatar PM > Billing > Bill Production > Crystal Self Pay Bill
In the Print Charges Thru field, enter the last day to include in the bill.
In the Create Claims Y/N field:
- Select No to create a bill for review. This allows you to review the bill and make edits as necessary, before claiming the bill.
- Select Yes to create a claim number, and assign that claim number to services being billed. Charges must be closed.
- Note: Once a bill is claimed, the bill cannot be reprinted in this form. Use the Re-Print Bill form to print claimed bills.
- If Yes, in the Date Of Claim field, enter the claim date.

In the Episode-Based Bill field:
- Select No to generate a bill for all client episodes. If No is selected, and if self pay arrangement dunning messages are set up but are associated with an episode, they will be included in the bill.
- Select Yes to create a separate bill for each client episode.

In the Print For Interim Batch field, select Yes to print bills for a specific interim billing batch file.
In the Interim Batch Number field, select the file. This list populates with files created in the Create Interim Billing Batch File form.
In the Exclude Clients With Balances Less Than field, enter the minimum balance amount required to include a charge on the bill.
In the Program(s) field, select the programs to include on the bill.
- Once a program is selected, all unselected programs are excluded.
- If no selection is made, all programs are included in the bill.
Click Compile Self Pay Bill. When you see the Compile Complete message, click OK.
Proceed to the Crystal Self-Pay Bill section.

In the Print For Interim Batch field, select No to select a guarantor.
In the Guarantor # field, enter the guarantor name, and select.
In the Print For An Individual Or All Clients field:
- Select All to print bills for all clients.
- Select Individual to print a bill for one client.
In the Client ID field, enter the client name or ID, and select.
In the Print All Episodes field:
- Select Yes to print bills for all client episodes.
- Select No to select an episode.
In the Episode Number field, select the client episode.
In the Exclude Clients With Balances Less Than field, enter the minimum balance amount required to include a charge on the bill.
In the Program(s) field, select the programs. Once a program is selected, all unselected programs are excluded. If no selection is made, all programs are included in the bill.
Click Compile Self Pay Bill. When you see the Compile Complete message, click OK.
Proceed to the Crystal Self-Pay Bill section.

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