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Viewing the Billing Status on the Schedule

Version 20.3

Overview

Users have the option to view appointments on the Calendar and Tracking Schedules by their Billing Status. This status displays appointments depending on what Billing Status the appointment is in as opposed to the Visit Status the appointment is in. If an appointment does not have a Billing Status, the field remains blank. The statuses and their display colors are:

  • Superbill Exists - Appointment is displayed in light blue.
  • Ready to Bill - Appointment is displayed in bright green.
  • Completed - Appointment is displayed in gray.
  • No Show - Appointment is displayed in red.
  • No Show*- Appointment is displayed in red.
  • Cancelled - Appointment is displayed in dark gray.

From the Calendar Schedule

Path: Clinical, Practice Management, or Billing tab > Schedule button > Calendar radio button
  1. Navigate to the Calendar Schedule window by following the path above.
  2. Click the Settings drop-down menu located on the right side of the window.

  1. In the Status color section, select the Billing Stage radio button. The appointments on the Calendar Schedule are now displayed in the Billing Status colors.

From the Tracking Schedule

Path: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button
  1. Navigate to the Tracking Schedule window by following the path above.
  2. Locate the Billing Status column. The Billing Status for the appointment is displayed.

Tip: If the Billing Status column is not displayed, click the Show/Hide/Move columns button  located to the left of the first column in the grid, and select the Billing Status checkbox.

Version 20.2

Overview

Users have the option to view appointments on the Calendar and Tracking Schedules by their Billing Status. This status displays appointments depending on what Billing Status the appointment is in as opposed to the Visit Status the appointment is in. If an appointment does not have a Billing Status, the field remains blank. The statuses and their display colors are:

  • Superbill Exists - Appointment is displayed in light blue.
  • Ready to Bill - Appointment is displayed in bright green.
  • Completed - Appointment is displayed in gray.
  • No Show - Appointment is displayed in red.
  • No Show*- Appointment is displayed in red.
  • Cancelled - Appointment is displayed in dark gray.

From Billing Status From the Calendar Schedule

Path: Clinical, Practice Management, or Billing tab > Schedule button > Calendar radio button
  1. Navigate to the Calendar Schedule window by following the path above.
  2. Click the Settings drop-down menu located on the right side of the window.

  1. In the Status color section, select the Billing Stage radio button. The appointments on the Calendar Schedule are now displayed in the Billing Status colors.

Tip: The Billing Stage for an appointment can be changed from the Calendar view regardless of the Status Color selection. To change the Billing Status for an appointment:

  1. Click to select the appointment.
  2. Right-click and select Billing Status.
  3. Select the appropriate Billing Status for the appointment.

From Billing Status From the Tracking Schedule

Path: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button
  1. Navigate to the Tracking Schedule window by following the path above.
  2. Locate the Billing Status column. The Billing Status for the appointment is displayed.

Tip: If the Billing Status column is not displayed, click the Show/Hide/Move columns button  located to the left of the first column in the grid, and select the Billing Status checkbox.