Overview:
This guide explains how to generate and manage invoices associated with School/District payers within TherapyPM. By following these steps, you can create accurate invoices and push them to the client portal.
Steps to Generate School/District Invoices:
Render Sessions Associated with School/District Payer
Ensure that all sessions are associated with the appropriate School/District payer.Navigate to Billing > Primary Manager
Go to the Billing section.
Select Primary Manager.
Process Billing
Click the Process Billing tab.
Select "To Date" and click the Generate button.
Select Payor Type
After generating the table, a Payor Type drop-down field will appear.
Choose School/District from the available options:
School/District
Self-Pay
Professional
Institutional
Note: Select School/District as the payor type.
Select Status
The Status drop-down will appear after selecting the Payor Type.
You can choose multiple options in this field, including:
Ready to Bill
No Show
Pending
Note: You can select Select All to include all statuses.
Select Payor(s)
Select the appropriate Payor(s).
This option will display information on the number of claims with the selected statuses for each payor.
Click Go to generate the table.
Modify or Update Generated Claims
If you need to modify or update generated claims, select the desired claim(s) using the checkbox.
A Select Action drop-down field will appear with four options:
Change Status
Generate Batch
Bulk Update
Retract
Select Generate Batch to proceed.
Finalizing the Invoice
After selecting Generate Batch, the invoice will be generated and moved to Manage Billing.
Print the Invoice
Once the invoice is in Manage Billing, you can print it by selecting the three dots under the Action column.
You will have the option to:
Print Invoice
Print Credit Applied Invoice
