Accounts Receivable

Accounts Receivable tab displays a list of outstanding invoices for your office.

The view can be filtered by Provider and also by insurer. Users can also select to include overpaid claims and hide invoiced bills The background of the invoices are color coded making it easy to determine the age of each invoice. (The green color in the image above indicates that this bill is selected)

By default the oldest invoices are displayed at the top and the newest invoices at the bottom. Click on any of the headings to change the display order, as required.

Access Accounts Receivable Tab

1. Click the Claims button on the Navigation bar.
2. Select Accounts Receivable tab. The Accounts Receivable window is now displayed.

Open a Claim History

1. Click the Claims button on the Navigation bar.
2. Select Accounts Receivable tab. The Accounts Receivable window is now displayed.
3. Filter your view, as required.
4. Right-click on the appropriate claim and select Claim History from the list displayed. The Claim History window is displayed.

View the Claim Details

1. Click the Claims button on the Navigation bar.
2. Select Accounts Receivable tab. The Accounts Receivable window is now displayed.
3. Filter your view, as required.
4. Right-click on the appropriate claim and select Claim Details from the list displayed. The Claim Details window is displayed.

Write Off a Claim

1. Click the Claims button on the Navigation bar.
2. Select Accounts Receivable tab. The Accounts Receivable window is now displayed.
3. Filter your view, as required.
4. Right-click on the appropriate claim and select Write Off from the list displayed. A confirmation message is displayed.
5. Click Yes to continue.
   
   Note: If there is more than one bill on the claim, click to select the appropriate bill and click OK.

Tracking Pins in A/R by Insurer and Appointment History

The tracking pin feature is also available in A/R by Insurer (Claims > click the Accounts Receivable tab) and Appointment History (F4).  Tracking pins are available as a right-click Menu option.

To create pins follow the procedure below:

1. Press and release the Alt key, click Billing.
2. Select Billing Options from the list displayed.
3. Click Manage Claim Tracking.

View a Bill Log History

1. Click the Claims button on the Navigation bar.
2. Select Accounts Receivable tab. The Accounts Receivable window is now displayed.
3. Filter your view, as required.
4. Right-click on the appropriate claim and select Bill Log History from the list displayed. The Log Viewer window is displayed.