Use the Billing Report in the Customer Portal to generate the list of providers that you are billed for each month.
NOTE: Full-Time Employment percentage (FTE%) affects how providers are billed. If you need to adjust the FTE% for a provider, you can Manage Provider Accounts for Billing in the Customer Portal.
Run the Billing Report
- Log in to the Customer Portal as a billing user.
- Click the Billing link.
NOTE: You will not see the billing link unless you are logged in as a billing user.
- Select the Month and Year.
- Click on the Invoice Details link next to your account name.
- The list of providers being billed for the selected Month and Year displays.
NOTE: If you have a demo account on this list that needs to be marked as non-billable, please contact customersupport@newcroprx.com. You can have up to three demo accounts in production.
- Click the Export Detail Report in Excel 2007 format to export the list to an Excel file.