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Print Bill - PM

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Generate bills for an interim billing batch, for a guarantor, for an individual client, or for all clients.

  • If necessary, bills can be printed again in the Re-Print Bill form.
  • myAvatar PM mapping guides, including the paper HCFA 1500,  and UB-04 can be downloaded from this page.
  1. Go to: Avatar PM > Billing > Bill Production > Print Bill
  2. In the Print Charges Thru field, enter the last date to include in the bill.
  3. In the Create Claims Y/N field:
    • Select No to create a preliminary bill for error checking purposes.
    • Select Yes to create a claim number, and assign that claim number to services being billed. 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, enter the claim date in the Date Of Claim field.

  4. In the Print On What Form field, select the bill form. This field contains all myAvatar billing forms.

    • If a Self Pay bill is selected, enter the minimum balance amount required to include a charge on the bill in the Exclude Clients With Balances Less Than field.

    • If a UB-92 or UB-04 bill is selected, indicate whether or not to Print Summary By Revenue Code. Selecting Yes will create a claim number and assign that claim number to the services being billed. Selecting No will just create a preliminary bill for error checking purposes.
      If Yes, select how the services should be grouped in the bill in the Summary By Revenue Code Or Revenue Code And Charge field:

  • ​Revenue Code - group all services with the same revenue code into one line item.
  • Revenue Code And Charge - group services by revenue code and unit charge. All services with the same revenue code and unit charge are grouped on each line with the total of those services.
  • Revenue Code, Charge And HCPCS Code - group services by revenue code, charge and HCPCS code.
  • Revenue Code And HCPCS Code - group services by revenue code and HCPCS code.

Print For Interim Batch

  1. In the Print For Interim Batch field, select Yes to print bills for a specific interim billing batch file.
  2. In the Interim Batch Number field, select which file. This list populates with files created in the Create Interim Billing Batch File form.
  3. In the Program(s) field, select the programs to include. If no selection is made, all programs are included in the bill.
  4. Click Process. The Print Bill Report is generated, and displays the information that will display on the billing form.

Print For Guarantor

  1. In the Print For Interim Batch field, select No to print bills for a specific guarantor.
  2. In the Guarantor # field, enter the guarantor name or ID number, and select.
  3. In the Print For An Individual Or All Clients field:
    • Select All to print bills for all clients.
      1. In the Start At Beginning field:
        • Select Yes to print bills for all clients.
        • Select No to print bills starting from a client ID number. Clients with ID numbers at or higher than this number are included in the printed bill.
          If No, enter the client name or ID in the Start At ID # field, and select.

    • Select Individual to print a bill for one client.

      1. ​In the Client ID field, enter the client name or ID number, and select. 
      2. In the Print All Episodes field:
        • Select Yes to print bills for all client episodes.
        • Select No to select a specific episode.
          If No, select which client episode in the Episode Number field.
  4. In the Program(s) field, select the programs to include. If no selection is made, all programs are included in the bill.
  5. Click Process. The Print Bill Report is generated, and displays the information that will display on the billing form.

If the Guarantor/Program Billing Defaults (Paper CMS-1500 section) field, Print Practitioner Category In Form Locator 31 For Sorted HCFA-1500 is enabled, the bill will be sorted by the Practitioner Category that was entered at the Date of Service for paper HCFA-1500 bills.
If the setting Print Supervising Practitioner in Form Locator 31 For Sorted HCFA-1500 is enabled, then the bill will be sorted using the supervisor practitioner's category instead.

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► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.