The Billing screen filters can be found by navigating to the Billing module and selecting Billing.

• All: billing entries that were created based on the desired date range selected.
• New (orange): new billing entries that have not been billed/invoiced against.
• Invoiced: all billing entries during the desired data range that has been invoiced. Click the gear icon under the “Options” column to view how many invoices were generated for that one entry.
• Not Invoiced: all billing entries that have not been invoiced against, yet. Click the gear icon under the “Options” column to check if the billing entry does not have a number for invoices.
• Paid (green): the billing entry has either been invoiced/billed against, and the “Owed” column has a “0.” if an entry had “0” owed before it was invoiced, it will get invoiced, and show as paid. This does not necessarily mean an actual payment was made towards it, it is based on the value in the “Owed” column after a billing action has been made towards the entry.
• Outstanding (blue): the billing entry has been billed/invoiced against, and there is an amount greater than “0” in the “Owed” column.
  • Finding billing entries that have not been paid
  • Finding what has been paid and owed
• Overpaid (red): the billing entry has been billed/invoiced against, and the amount in the “Owed” column is less than “0.”
• Void: shows all entries that have been voided, not deleted.

The four-line icon pulls up a list of clients to select which client to filter the billing entries for. The “Client” drop-down filter contains the following options:

• Sort by client: filters billing entries to show entries per client
• Show in-active clients only: filters billing entries to show those entries that belong to just in-active client
• Show active clients only: filters billing entries to show those entries that belong to just active clients

The following “Files” filters are available in Billing module:

• No files attached yet: filters billing entries to show those that do not have any files attached
• File(s) attached: filters billing entries to show those that have files attached

The four-line icon displays a list view of locations associated with billing entries, to select a location to filter by. In the Billing section of the Billing module, the “Location” drop-down filter contains the following options:

• Has no location: all timesheets that do not have a place of service.
• Has location: all timesheets that have a place of service.

In the Billing section of the Billing module, the “Lock” drop-down filter contains the following options:

• Locked: filters screen to show billing entries that have been locked (timesheets cannot be edited).
• Un-locked: filters screen to show unlocked billing entries (timesheets can still be edited).

The four-line icon displays list view of all payors attached to the current billing entries, to then filter based on a selected payor.

The four-line icon displays list view of all providers attached to the current billing entries, to then filter based on a selected payor. The “Provider” drop-down filter contains the following options:

• Sort by provider: filters billing entries by employees
• Show in-active employees only: filters billing entries to show those associated with just in-active employees
• Show active employees only: filters billing entries to show those associated with just active employees

In the Billing and Timesheets sections of the Billing module, the following filters are located under the Filters tab:

• Recommended Filters: filters that have been created and given the permission for others to subscribe to.
• Saved Filters: filters that have been created within your personal account.

Create filters by saving the currently applied options for later use. Naming the filter allows others to subscribe and use the same filter, and choose the desired date range. Please note, this only appears when filters are on the screen.

Displays a list view of service codes attached to the billing entries, to then filter based on a selected service code.

• Show only unauthorized services: shows billing entries that contain a service code without an authorization.
• Show only authorized services: shows billing entries that contain a service code with an authorization.

In the Billing section of the Billing module, the “Tasks” column contains the following filters:

• Overdue: displays billing entries with a task that is overdue.
• Due today: displays billing entries with a task due on the current date.
• Tomorrow: displays billing entries with a task due the next date.
• This week: displays billing entries with a task due during the present week.
• Next week: displays billing entries with a task due during the following week.