Settings: Do Not Bill Reasons

  • Updated

If you’d like to track and report why charges are not sent to your Integrated Billing Partner (CMD, Avea, or HL7), configure Do Not Bill Reasons.

Super Admin permission is required to complete the following steps:

  1. Click on your initials and select Settings.
  2. Open the Patients tab. This is the first tab within the settings menu and may have a different name e.g., Clients, depending on your setup. 
  3. Scroll to the Do Not Bill Reasons section. Tip: use Ctrl + F (Windows) or Cmd + F (Mac) to search on the page.
  4. Check the Enable box.
  5. Click Add Item and create your list of Do Not Bill Reasons. Important: Click Update between adding each item.
  6. Now, when a charge is marked as Don’t Bill on the Billing Report or on the Billing tab of a patient chart, the user will be prompted to select a reason.

 

Note: This workflow is supported for all Integrated Billing Types (Avea, CMD, HL7 Download)

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