Procura Health Management Systems s5

Invoice Runs

Procura® Health Management Systems

Contact Procura / Corporate Office: / 1112 Fort St., Suite 600
Victoria BC,
Canada, V8V3K8
Phone: 1.877.776.2872
FAX: 250.380.1866

Software version / Procura 8.0
Documentation version / 8.0
Last Update Date / 2014-07-14

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Table of Contents

Invoice Runs 1

Introducing Invoices 1

Working with the Invoices Form 2

The Saved View 3

The Dynamic View 9

Appendices 12

Invoice Runs

Introducing Invoices

Procura provides you with the ability to attach an invoice format to a funder/department, and then customize how those invoices will look. There are a number of generic invoice formats available, including:
§ Procura - Pre-formatted Paper Invoice
§ Combo Statement Paper Invoice
§ Custom - Professional Services Paper Invoice
§ Custom - Professional Services Generic Paper Invoice
§ Custom - Professional Services Logo Paper Invoice
§ Health Insurance Claim Form (HCFA) 1500 Paper Invoice
§ ANSI CMS 1500 Invoice
§ ANSI 837 UB-04 Electronic Invoice /

Billing | Introducing_Invoices.htm

Working with the Invoices Form

You can use the Invoices form to create invoice runs. This form provides for two views - Saved and Dynamic. The Saved view enables you to work with all of your invoices. The Dynamic view enables you to work only with those invoices that pertain to a single client.

Billing | Introducing_the_Invoices_Form.htm

The Saved View

The Saved view of the Invoices form enables you to work with all of your saved invoices. This information is displayed in two tables. Invoice periods are color-coded to differentiate between those that are Open, Calculated and Closed.

Saved (Invoice Runs) (displays all saved invoices in the table below)
Dynamic (Invoice Filters) (enables you to display only those invoices that belong to a specified client)
Show Invoice Runs with Closed Invoice Periods (displays invoice runs with closed invoice periods)
Edit (enables you to edit the selected invoice run)
Add (enables you to add an invoice run)

Print Sum. (enables you to print a summary of the selected invoice period)
Edit (enables you to edit the selected invoice period)
Add/Del (enables you to add or remove an invoice period to/from the run selected in the Invoice Runs table)

Billing | The_Saved_View.htm

To Create an Invoice Run for all Invoices

On the Billing tab, click Invoices . The Invoices form displays.

Select Saved (Invoice Runs).

Click Add. The Invoice Run Information window displays.

In the Name textbox, type a name for your invoice run.

Click OK to return to the Invoices form.

Click Add/Del. The Invoice Billing Periods window displays.

From the Batch drop-down box, select the batch to which you want to attach billing periods.

If you only want to see the funders that have a specific billing cycle, select the cycle from the Billing Cycle drop-down box.

Move from the Source table to the Target table the billing periods you want to add.

Click Close to return to the Invoices form.

If you want to print a summary of your invoices, click Print Sum.

If you want to preview your invoices, click Preview.

If you want to print your invoices, click Print.

To Format Your Employee Names

On the Billing tab, click Invoices . The Invoices form displays.

Select Saved (Invoice Runs).

Select from the Invoice Periods table the invoice period you want to work with.

Click Edit. The Invoice Period window displays.

From the Employee Name Option drop-down box, select the format you want to work with.

If you want your company information to be printed on each invoice, click the Print Company Info checkbox.

If you want additional information to be printed on each invoice, type the information in the Invoice Comment box.

Click OK to return to the Invoices form.

If you want to print a summary of your invoices, click Print Sum.

If you want to preview your invoices, click Preview.

If you want to print your invoices, click Print.

The Dynamic View

The Dynamic view of the Invoices form enables you to work only with those invoices that pertain to a specific client. This information is displayed in a table.

Saved (Invoice Runs) (displays all saved invoices in the table below)
Dynamic (Invoice Filters) (enables you to display only those invoices that belong to a specified client)
Client Last Name (the last name of the client whose invoices you want to display)
Invoice Number (the number of one invoice you want to display)
Invoice Date (the last date of the date range during which all invoices you want to display were created)
Client(s) (enables you to search for and select the client whose invoices you want to display)
Find Invoices(s) (displays the invoices that meet the specified criteria)
Clear (clears the criteria from the corresponding boxes)
Unselect All (deactivates all checkboxes in the table)
Select All (activates all checkboxes in the table)

Billing | The_View.htm

To Create an Invoice Run for One Client

On the Billing tab, click Invoices . The Invoices form displays.

Select Dynamic (Invoice Filters).

If you want to display a specific invoice and you know the invoice number, type it in the Invoice Number textbox. Otherwise, select from the Invoice Date drop-down box the starting date of the range of dates during which your invoice was created.

If you want to display all invoices for a specific client and you know your client's last name, type it in the Client Last Name textbox. Otherwise, click the button, and then search for and select your client from the Client Lookup form.

Click Find Invoice(s).

If you do not want to create an invoice run for all of the invoices in the Invoices table, click Unselect All, and then click the checkboxes that correspond only to those invoices you want to run. Otherwise, click Select All.

If you want to preview your invoices, click Preview.

If you want to print your invoices, click Print.

If you want to clear your search criteria, click Clear.

Appendices

FARLs and ERLs for Payment Processing

To print the Rendering Provider ID to Box 24J

If you want the Rendering Provider ID to print in box 24J for each billing record, your System Administrator must define a FARL with the label Rendering Provider ID and a value of YES.

ERL for the Facility Type Code

If you want to define a specific Facility Type code (CLM05-1) for use during the billing calculation, your System Administrator can define an ERL with the label 2300:CLM05-1. The value for this ERL must be the 2-character Facility Type code. This will override the current logic.

Mark an Invoice as Non-Billable

Your System Administrator can define a Funder Agency Reference Label with the label Allow Make Unbilled and a value of Yes. This FARL will enable you to right-click a record in the Billing Charges table on the Payment Processing form, and then select the Make Unbilled option from the shortcut menu that opens. This option will remove that record from the invoice, and then mark the visit as non-billable. If you require the ability to mark a billed record as not billed so it can be picked up as a Non-covered Charge on the final claim, this FARL provides a way to correct a visit and billing charge in a closed timekeeping and billing period, which has resulted in a claim being denied.

Note: This FARL is used in conjunction with the license Change Closed Billing and the access right Payment Processing - Make Unbilled.