Generate a Bill

Steps

1. In the Main Menu click Billing.

• The Treatment Billing screen displays.

2. In the Bill Generation section, select the bill's fiscal year.

• Services for bills that have not been billed in that year display.

3. Click Generate New Bill.

4. To generate a bill for an institutional service, (entered with the Institutional Service Entry form), click Generate New Institutional Bill to submit the bill to Avatar MSO.

5. The Unsubmitted Bill screen displays. Click the client ID to display the View Client History screen.

• Click Save, But Not Submit to send the bill to Avatar MSO at a later time. The bill with be saved, and displays in the 'Generated but not Submitted' list.

• Click View Bill Summary to review bill details.

• The Treatment Billing Summary screen displays Bill and CPT or revenue code summary information.
  Click the client ID to display the View Client screen (display-only).
  Click Submit Bill to file the bill. The bill displays in the Submitted Bills section of the Treatment Billing screen.