Skilled Nursing Facilities

Contents

Printing the Invoices

You can PRINT THE RESIDENT INVOICES after you complete the real BILLING process.

Resident invoices are the end result of the BILLING process. A single (main) BILLING is to be run one time per month, resulting in the production of a single invoice for each resident, every month. Because each invoice builds on the "Closing Balance" of the previous invoice, if you generate real Billings for a resident within a month, the monthly details become difficult to track across many accumulating versions within a calendar month.

INVOICES are treated as "reports" and are accessed by selecting REPORTS from the ADMIN module menu.

  1. While in the ADMIN module, select REPORTS from the menu. (Invoices are listed within the Billing section of reports).

  2. Like any report, there is no need to change the default Report Options to get the invoices, however some of the field detail options are listed below:

    • Resident Number/Name: A specific individual can be selected using either field, but generally after the main "BILLING" these 2 fields are left blank to get all the residents involved in that Billing.

    • Status: The default "BOTH" includes residents a either a current or Discharged status. (Watch that this field is correct, if you're trying to print an individual invoice for a discharged resident, as it defaults to "Current" when an individual name is populated)

    • "From" (date) vs "Print Last Invoice": The default is "Print Last invoice (Generated)". If you need an invoice from sometime other than the most recent Billing, then use the field date ranges.

    • Reprint from Last Name Starts With: To be used only if your local printer jams. Reprint from the required alpha position supplied.

    • Payer: The default will include all "Payers" you may have defined on your system - whether you reference them or not. If you are looking for a specific "Payer" (eg. only invoices for the "Dept of Veterans Affairs"), then select just what you desire.

    • Show: Default is to show all detail - as shown on the Trial Billing, but similar "Item Types" or "Ancillary Charges" can be summarized if desired.

    • Billing Group: If your facility uses "Billing Groups" then all defined groups appear for potential selection. e.g. include only the residents defined to the "Do Not Mail" group, so that this run of invoices will be for hand delivery.

    • Invoice Message: Invoice Messages can come from many sources. This source would be very generic to appear on all the invoices for this print run. (e.g. "Happy Holidays!"). Other invoice messages could come from the Pre-Authorized Payment definition, or from the individual resident profiles (under their AR Profile section).

    • Show Comments from Cash Receipts / Display Admit Date / Display Discharge Date: These fields allow additional system information - if it exists - to appear on the resident invoice (for this run) if desired.

  3. Click RUN in the top right corner to bring the invoices to your screen, and then print them to your local printer.

  • INVOICES do contain normal page breaks, although that may not be obvious when viewing on screen.

  • INVOICES remain on the system forever, and can be accessed for printing by selecting the required resident and "From date" information.

  • You must have a security role with appropriate rights to access REPORTS and select Invoices. The (delivered) Admin (User) role provides that access. See your local Security Administrator if you require changes to your Security privileges