Allows you to export the billing entries that are within the current date range selected into either a CSV or text file
Clicking on the number associated with the files column will take you to the files module and filter the system to show you the file(s) associated with that billing entry
Allows you to select the number associated with a billing entry to show you those billing entries that are grouped together.
Allows you to view the total amounts for all billing entries on the screen
Allows you to individually lock or unlock a billing entry to allow for timesheet edits
Allows you to edit the payor that is currently associated with that billing entry
Billing / Billing / Billing / Timesheets Permission to Edit Timesheet
Employees with the following Billing module permission will be able to edit their appointment information, including the service code, when doing a timesheet conversion. This permission can be enabled via the Permissions module.
- Timesheets > Allow Conversion Modifications
- Ability to modify timesheets while converting them from an appointment
- Ability to attach a note to an unlocked billing entry
To learn more about attaching a note to a timesheet, click here.
Billing / Billing / Permissions Permission to View Client’s Rates
Employees with the following Billing Module permission, will be able to see client’s rates when converting an appointment into a timesheet. This permission can be granted via the Permissions Module and also allows employees to have access to Service Codes and Fee Schedules.
- Settings > Manage
- Access to billing settings, including the ability to see employee pay rates and Client charge rates
Allows you to change the patient responsibility amount that is currently associated with that selected billing entry.
Clicking the number in the tasks column will open a pop up window that shows you all tasks associated with that billing entry. Here you can open a specific task to re-assign, complete, copy, delete, cancel, or add a comment.