WhoEmployees with Financial Reports access
WhereFinance screen › Reports list (click "Click to show the menu")
Client?Not needed
| Item | Shows |
|---|
| Open Invoices ▸ All / > 30 / 60 / 90 Days | Invoices still open, dated more than n days ago. |
| Encounters Not Billed ▸ All / > 30 / 60 / 90 Days | Billable encounters no claim includes yet. Check this list before the weekly claims batch. |
| Payment Report (HIPAA) ▸ Select Dates / Last 30 / 60 / 90 Days | The carriers' electronic payment reports (835). |
| Submitted Claims Report (HIPAA) ▸ ... | The electronic claims sent (837), view only. |
| Submitted Not Paid Report (HIPAA) ▸ ... | Billed encounters not yet paid, billed more than n days ago. |
| Open Financial Reports | The list of financial reports (by provider, by procedure, payments, ...) to view or print. |
Working from the list
Click a line to open its menu. On Open Invoices / Encounters Not Billed: (makes that client the current one, ready to bill or post), or . On a payment or claims report: ; lets you correct or delete a payment report. empties the list.
PsyTrace checks
- An employee with a Category sees only clients of that Category.