We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

View Billing Status on the Schedule

Version 14.19

Overview

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

From the Schedule

  1. Click on the Schedule button to open up the Calendar Schedule window.
  2. Click the Calendar radio button.
  3. Click the dropdown in the settings field to display the Calendar Preferences.

  1. Look for the preference labeled Status Color and change the view from Visit Stage to Billing Stage by clicking on the radio button.
  2. The appointments on the Calendar will now appear in five different colors depending on what Billing Stage the appointment is in as opposed to the Visit Stage the appointment is in.  The five different colors mean the following:
  • 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 on the Schedule button to open the Calendar Schedule window.
  2. Click on the Tracking radio button.
  3. Look for the Billing Status column. If this column is not on the Tracking screen, click the grid icon and select the Billing Status checkbox to make the column visible.

  1. The Billing Status will display 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 on the Schedule buttonto open the Calendar.
  2. Click on the Tracking tab.
  3. Look for the Billing Status column. If this column is not on the Tracking screen click the grid and check off the box next to Billing Status to make it visible.
  4. The Billing Status will display 5 different colors depending on the appointment's billing stage.