Batch Invoicing: Create, Print or Email

Batch invoicing allows you to find all unbilled Appointments in a desired date range and create Invoices for them all at once. You can create Invoices per Client or Staff, or for ALL Clients and Staff.

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AMA CPT® Licenses

Practice management and EHR organizations are now legally required to collect annual licensing fees for Current Procedural Terminology (CPT®) codes on behalf of the American Medical Association (AMA). To comply with this requirement, staff members that need to be added as a Rendering Provider on invoices in the system will need to have a paid CPT license for the current year. Each staff member's CPT license lasts for one year and will automatically renew each January 1 if the staff member is active and has not had their CPT® Code Access turned off in staff details. For more information, review CPT® Codes & American Medical Association Fees FAQ.

To view the AMA CPT® Codes End User Agreement Terms, click here. For more information on the AMA CPT® code licensing fees, click here.

Create Batch Invoices

1. Click Billing tab in primary navigation bar.
2. Click Batch Invoicing in side navigation. Create New Invoices tab opens.
3. You can filter by Client, Client Pays by (Insurance or Self), Staff, Service Type, Place of Service, Primary Insurance and Note Signature Status.

   NOTE: If you want ALL unbilled Invoices, leave filters empty.

4. Set appropriate Date Range.
5. Click Search button.
6. View total count of items selected, total dollar amount selected, and the total dollar amount including selected and unselected items. 
   

   

   
   
   
   
   
   
   
   
   
   
   
    
7. Select Hide No Shows, Reschedule & Cancellations box if desired to filter. Clients with unbilled Appointments display.
8. Click each Client's name to show Invoice Details. You can make any changes there. 
9. (Optional) You can add a Batch Invoice item or add invoice information and Apply to all Invoices. 
10. Select or deselect Clients you wish to create Invoices for. 
11. Click the green Create Selected Invoices button.

    

    
     
12. Click Yes I'm sure to confirm you want to create Invoices.

    

    
    
    
    
    
    
    
     

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Group All Appointments into Single Claim

This feature is only available for those that use our partnered clearinghouse.

1. Click Apply to all Invoices.

   

2. Click Group all appointments into single claim.
3. Filter invoices.
4. Click Apply to All.
5. Click Create selected invoices.
   • Learn More: Add & Edit Modifiers on Invoices 
      

     

     
     
     
     
     
     
     
     
     
     
     
     
      
6. Select the invoice on the Process Existing Invoices page. 

   

   
    
7. The Group all appointments into single claim checkbox will be selected by default.
   

   

   
   
   
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Print or Email Invoices

1. Click Billing tab in primary navigation bar.
2. Click Batch Invoicing in side navigation.
3. Click Process Existing Invoices tab.
4. Set appropriate Date Range.

   NOTE: Date Range here is the date the Invoice was created.

5. Click Search button.
6. Select or deselect Clients you wish to print or email Invoices for. 
7. Click Print or Email to Client and select Invoice or Superbill.

   NOTE: If you are connected to a Clearinghouse, you can add Claims to Awaiting Submission by clicking Add to Claims Awaiting Submission button.

    

   

    

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