Description
This quick guide provides an overview of how the line items generated in the Billing module will display in a statement.
Contents
The following topics are covered in this quick guide:
- Section 1 - Added Procedure
- Section 2 - Voided Invoice with Payments
- Section 3 - Voided Invoice without Payments and Adjustments
- Section 4 - Invoice Payments
- Section 5 - Statement with Voided Payment(s)
- Section 6 - Invoice and Line Item Adjustments
Section 1 - Added Procedure
If a procedure is added to an invoice created previously, you will see a (C) on the invoice number line in the Billing module, with the details as to what procedure has been added when you open the invoice and view the changes made. The added procedure will show 'Added' on the statement with the date it was added showing to the left of the added procedure.
Section 2 - Voided Invoice with Payments
When an invoice with payments is voided, the invoice will show greyed out and voided in the Billing module, with the payments and an overpayment creating the account credit. The statement will show the date of the invoice with 'VOIDED' next to it, the payments, overpayments, and account credit.
Section 3 - Voided Invoice without Payments and Adjustments
When there is only an invoice, with no payments or adjustments, and the invoice is voided in Billing, it will show greyed out in Billing. On the statement, the voided invoice will simply show as an invoice with 'VOIDED' next to it with the date the invoice was voided.
Practices can select to show or hide voided transactions in the print statements. Read more
Section 4 - Invoice Payments
Payments posted on a patient's invoice will show under the invoice in the Billing module with the date, type, and amount. These same payments will be displayed on the statement greyed out with the date, payment amount, and whom the payment was made by.
Practices can select to show or hide insurance estimates from the print statements. Read more
Section 5 - Statement with Voided Payment(s)
Voided payments will show greyed out under the invoice in the patient's Billing module. They will show with 'Voided' after the payment on the date the payment was made, and with the date the payment was voided on the patient's statement.
Section 6 - Invoice and Line Item Adjustments
There are two different adjustments which can be applied to a patient's invoices: invoice adjustments and line item adjustments.
The invoice adjustment is applied to the entire invoice. If the adjustment is for $50.00 and the invoice has two procedure lines, each procedure line will receive $25.00 adjustment amounts automatically. These show up in the Billing module with the total adjustment showing to the right. On the statement, the procedure lines the adjustment was applied to will be displayed below the adjustment line.
Line item adjustments are when the invoice is expanded and you then right-click on a single line item to add an adjustment. The adjustment line will show in the Billing module with the total amount on the right. On the statement, it will show with the procedure the adjustment was applied to.
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