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Viewing the Billing Status on the Schedule

Version 14.19

Overview

The Billing Status organizes appointments into 5 groups: Blank (meaning no charges exist), Superbill Exist, Complete, No Show, and Cancelled.

From the Schedule

  1. Click the Schedule button on the Clinical tab. The Calendar Schedule window is displayed.
  2. Click the Calendar radio button in the top right corner of the window.
  3. Click the Settings drop-down menu.

  1. Select the Billing Stage radio button from the Status Color options. The appointments on the Calendar are displayed in five different colors depending on what Billing Stage the appointment is in as opposed to the Visit Stage the appointment is in. This is what the colors mean:
  • Light yellow - No superbill charges have been created for the patient.
  • Blue -  A Superbill exists for the patient.
  • Light grey - Superbill charges have been posted (completed) to the patient's account.
  • Red - The patient was a No Show for their appointment.
  • Dark grey - The patient Cancelled their appointment.

From the Tracking Screen

  1. Click the Schedule button from the Clinical tab. The Calendar Schedule window is displayed.
  2. Select the Tracking radio button in the right corner of the window.
  3. Look for the Billing Status column. If this column is not displayed on the Tracking screen, click the Grid icon (to the left of the Time column in the left corner of the window) and select the Billing Status checkbox to make the column visible.

The Billing Status column displays different colors depending on the appointment's billing stage. 

Version 14.10

Overview

The Billing Status will organize appointments into 5 groups: No Charges Exist, Superbill Exist, Complete, Cancelled, or No Show.

From the Schedule

  1. Click on the Schedule button  to open up the Schedule and Practice Workflow window.  
  2. Locate the Calendar Preferences on the left hand side.

  1. Look for the preference labeled Status Color and change the view from Visit Stage to Billing Stage by clicking on the radio button.

  1. The appointments on the Calendar will now appear in five different colors depending on what Billing Stage the appointment is in. The five different colors mean the following:
  • White - No superbill charges have been created for the patient.
  • Blue -  A Superbill exists for the patient.
  • Light grey - Superbill charges have been posted (completed) to the patient's account.
  • Red - The patient was a No Show for their appointment.
  • Dark grey - The patient Cancelled their appointment.

From the Tracking Screen

  1. Click the Schedule button. The Calendar is displayed.
  2. Click the Tracking tab.
  3. Look for the Billing Status column. If this column is not displayed on the Tracking screen click the Grid icon (to the left of the Time column in the left corner of the window)and select the Billing Status checkbox to make it visible.

The Billing Status displays 5 different colors depending on the appointment's billing stage.