Overview:
This Article explains how to manage invoices associated with School District payers within TherapyPM. By following these steps, you can create accurate invoices.
Step 1: Create a School District Payer
- Navigate to Settings under Billing Setup and select Add Insurance.
- On the Add Insurance page, click the Add Insurance button.
- In the pop-up window, go to the top-right corner and select School District as the payer type from the dropdown menu.
- Fill up all the relevant details and save.
- The school payer is ready,
Step 2: Patient demo and scheduling
- Set up the client information to link it to this payer by selecting the School you just created and assigning it as the insurance.
- Once assigned, you can begin scheduling sessions. If the sessions are recurring (for example, every weekday), you can schedule them together as a recurring series.
- After each session is completed, make sure to update the appointment status to Rendered.
Step 3: Billing Process
- Navigate to Billing Module > Primary Billing Manager.
- In the Process Billing tab, generate all rendered sessions by selecting the appropriate To Date.
- A Payor Type dropdown field will appear choose School/District from the available options.
- Next, sort the results and select the appropriate School District payer under the Payor option, then click Go to generate the table.
Make any necessary changes or update the information as needed.
Once everything looks accurate, select the Generate Batch option to finalize and generate the invoice.
Step 4: Manage Invoices
Once the batch is generated, the invoice will automatically move to Manage Billing, where you can manage your invoices.