Batch Invoicing - Submit to Clearinghouse (My Clients Plus 3.0)

  Permissions: Users with Billing permissions can process invoices in batches.

Batch Invoicing or Processing gives you the ability to take Invoices in batches to submit them to the Clearinghouse. 

When you are connected to Apex, you can add Claim to Awaiting Submission. Each Date of Service will be its own claim (837). 

• Invoices that are fully paid will still show in the list. They will have a blue Fully Paid tag.

Submit Batch Invoices to Clearinghouse

1. Click Billing tab in primary navigation bar.
2. Click Batch Invoicing in side menu.
3. Click Process Existing Invoices tab.
4. Set appropriate Date Range.
   

   NOTE: Date Range here is the date the Invoice was created.

5. Click Search button.
6. Select or deselect Clients you wish submit Claims for. 
7. Click Add To Claims Awaiting Submission button.