Actions

Allows you to bulk lock/unlock, generate invoices, apply copays, sign, merge claims, and add tasks *Note: this button only appears when you have multiple billing entries selected

Billing / Billing / Actions Actions

  • Lock Checked: lock the selected billing entries to prevent edits of timesheets.
  • Un-lock Checked: unlock the selected billing entries to allow edits of timesheets.
  • Bulk-generate Invoices: generate an invoice for the selected billing entries.
  • Print Statement: print a statement of the selected billing entries.
  • Apply Patient Responsibility: apply a patient responsibility to the selected billing entries.
  • Sign as Provider: sign the timesheets for the selected billing entries as a provider.
  • Sign as Client: sign the timesheets for the selected billing entries as a client.
  • Bulk-merge Claims: take the billing entries and merge them into claims for generation.
  • Add Tasks: create tasks for all of the selected billing entries.

Billing / Billing / Actions Bulk Apply Payments

Apply a payment to the selected billing entries.

Click here to learn how to bulk apply payments.

Billing / Billing / Actions Label selected

Apply a billing label or service code label to the selected billing entry. Please note, this button only appears when multiple billing entries are selected.