Document Task: Bill Document

Attach medical reports and chart notes to bills by completing the Bill Document Task.

Step 1. From the navigation bar, click ‘Billing Providers’, then select the Billing Provider

Step 2. Scroll down to ‘Document Tasks’ and click ‘Work Tasks’ next to ‘Bill Document’

Document Tasks can also be viewed from ‘All Tasks’ on the Homescreen (and also from ‘My Tasks’, depending on the Document Tasks Preferences). See this Help Article for more information: Home Screen Explained.  

Step 3. Search for Patient

If a non Bill Document ends up in this task queue, it can be reclassified by clicking ‘Change Document Type’. For more information, see this Help Article: Change Document Type.

Step 4. Confirm the Patient that matches the Bill Document, then click ‘Select’

Step 5. Confirm the Bill that matches the Bill Document, then click ‘Select’

Pay attention to the ‘Status’ column. The ‘Status’ should be ‘Incomplete’. A bill in Incomplete Status means that it has not been submitted yet. This is ideal because a Bill Document should be added to a bill that has not been submitted yet.

Step 6. Select ‘Report Type’

Step 7. Click ‘Attach’

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