Billing Automation - Invoice Creation

When enabled, all future Appointments will automatically have Invoices created. To exclude Invoices from automatic creation, exclusion rules can be configured on the Automation Settings page.

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Enable Automated Invoice Creation

1. Click Claims Service under Organization.
2. Click Automation Settings tab.
    
    
3. Click the toggle to Enable Invoice Creation. A confirmation window opens.
    
    
4. Click Enable in the confirmation window. The toggle moves to the right and turns blue.
    
    
5. The Exclusion window opens where you can configure conditions to exclude invoices from automatic creation.
    
   
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Set Exclusion Rules

You can exclude invoices from automatic creation by configuring exclusion rules.

1. The Exclusion Rules window opens when you enable the setting.
2. Select conditions in the dropdowns for fields: When (condition) Equals (condition). 
3. Click +Add Condition to add as many conditions as needed.
4. Click +Add Rule to add as many rules as needed.
5. Click Save for each rule.
    
   
    

The following When conditions are available for configuring Invoice Creation Exclusion Rules:

• Primary Insurer
• Appointment Staff
• Service Type
• Client pays by
• Appointment date
• Appointment date range
• Progress Note signed by provider

  NOTE: If the supervisee has a supervisor who needs to approve, the progress note is considered signed when the supervisee has signed the note.
  If the supervisee has a supervisor who needs to cosign, the progress note is considered signed when both the supervisee and supervisor have signed the note.

  
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Disable Automated Invoice Creation

1. Click the toggle setting. 
    
    
2. A message displays to confirm the setting is disabled.
    

   NOTE: A Disable button also displays in the confirmation window when you enable a setting but it is only used to cancel the Enable action.

   
    
   
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Suggested Use Cases

Progress Note Not Signed

Use Case - If your Organization would like to prevent automated creation of Invoices for unbilled sessions without a Progress Note signed for the session, the following is an example of the exclusion rule that should be configured:
 

Specific Appointment Staff and Client Self-pay

Use Case - If your Organization would like to prevent automated creation of Invoices for unbilled sessions that have a specific Appointment Staff and Client pays by set to self-pay, the following is an example of the exclusion rule that should be configured: 
 
 

Unbilled Sessions in a Specific Date Range

If your Organization would like to prevent automated creation of Invoices for unbilled sessions that have a specific Appointment date range, the following is an example of the exclusion rule that should be configured: 


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