Patient Statement/Invoicing - Self Billing

Patient Statement/Invoicing - Self Billing

In Portia
  1. Go to Audits
  2. Click on Invoice AR Report at the top Choose the Start Date and End Date
    1. It is recommended to do at least 6 months back to capture any outstanding patient balances
  3. Click on Generate List
  4. Review all statements from this list to ensure proper posting
    1. Only PR (Patient Responsibility) and Private Pay amounts should show on the statements
      1. If you see CO45 or an Adjustment that has a patient balance, please open the Learner's account and review that it is posted correctly and correct/update from as needed
    2. If there are learners that have secondary payers, please review their statements in depth to ensure that all claims were billed and considered by the secondary payer prior to the copay/coinsurance/deductible being set out to the patient and billed on their invoice
  5. Click on Create Invoice for each Learner separately and save the file to your designated location

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