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Crystal Family Bill - Cal-PM

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Generate a family bill in the Crystal Reports format.

Avatar PM > Billing > Bill Production

  • The bill is generated for any member of the family who has had services rendered.

Once a bill is claimed the bill cannot be reprinted through this form.

  1. In the Print Charges Thru field, enter the last day to be included in the bill.

  2. In the Create Claims field:

  • 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. Use the Re-Print Bill form to print claimed bills.
  • Select No to create a bill for review.

  1. In the Date Of Claim field, enter the claim date.

  2. In the Guarantor # field, enter the guarantor name, click the Search button, and select the corresponding entry.

  3. In the Family ID field, enter the family, click Process Search.

  4. In the Program(s) field, select the treatment programs. If no selection is made, all programs are included in the bill.

  5. Click Compile Family Bill.

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