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Bill Tasks Explained

Last update
February 24, 2025

Bill Tasks are your guide to getting bills sent, paid, and closed.

You can manage Bill Tasks in the following ways:

A. On the navigation bar, click ‘Tasks’

B. Select between User Tasks and Account Tasks

C. Accessing the Task Menu

D. Manage Bill Task Assignments (Administrators only)

E. Task Filters

F. Applying a Filter

G. Clear Filters

H. Task Actions and Management

I. View Task List

J. Change Task User (Administrators only)

K. Change Task Due Date (Administrators only)

L. Bills With No Tasks

A. On the navigation bar, click ‘Tasks’

Tasks are divided into Bill Tasks, RFA Tasks, and Document Tasks. Your Organization may not have all three task types.

 

B. Select between User Tasks and Account Tasks

User Tasks are assigned to you specifically, and are displayed at the top.

Account Tasks represent tasks for all users in your account. Click a Task type under Account Tasks tab to view all tasks for your Organization regardless of assigned user.

C. Accessing the Task Menu


Select a task type to load the task menu screen.

D. Manage Bill Task Assignments (Administrators only)

Bill Task Assignments can be managed from the Account Tasks page. For more information, refer to the Help Article: Bill Task Assignments

E. Task Filters

To filter tasks, apply one or more filters. Tasks can be filtered by Claims Administrator, Billing Provider Name (if more than one BIlling Provider in account) and Due Date.  Use more than one Filter to maximize efficiency.

F. Applying a Filter

To apply a Filter, toggle the checkbox. Click outside the area to apply the changes.

G. Clear Filters

To clear all filters, click the ‘Clear Filters’ button.

H. Task Actions and Management

To view task action options, click the number under the column heading. The Task Sidebar populates with Tasks assigned to you in the order they are sorted and/or filtered. For more information, see the Help Article: Task Side Bar Explained.

  1. View Task List

To view the bills with the assigned task, click the number under the corresponding bucket and click ‘View Task List’. This will open a list containing all the bills in your account that currently have the provided task assigned. In this example, we are viewing all bills assigned to Billy Goat that have a Bill Error task with a DOS from 91-180 days ago.

J. Change Task User (Administrators only)

To change the User assigned to the task, click ‘Change Task User’. For more information, see the Help Article: Batch Update Tasks.

K. Change Task Due Date (Administrators only)

To change the Due Date for the Task, click ‘Change Task Due Date’. For more information, see the Help Article: Batch Update Tasks.

L. Bills With No Tasks

Bills with no tasks currently assigned can be found in the Bills - No Tasks section

For more information on completing each task, see these Help Articles:

Task: Patient Failed Review

Task: Injury Failed Review

Task: Bill Failed Review

Task: Document Required

Task: Send Bill

Task: No Response

Task: EOR Missing

Task: Payment EOR Posted

Task: Deposit Payment

Task: Denial EOR Posted

Task: Send Second Review

Task: Payment EOR Posted - Second Review

Task: Denial EOR Posted - Second Review

Task: Send IBR

Task: Payment EOR Posted - IBR

Task: Denial EOR Posted - IBR

Task: Rejected Bill

Task: Lien Required

Now go forth and complete some Tasks!

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