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To import the invoices using external files observe the following steps:

  1. Navigate to Plan Care management menu . Click and click Plan management import invoices sub-menu.

  2. Click on +New Batch.

  3. Upload the external files with pdf, jpg or jpeg format. You can add multiple files at same timethat are listing the provider invoice particulars. The invoice file and be either in PDF, JPG or JPEG format. Multiple files can be selected at the same time for upload.

  4. Click upload and continue.

  5. System will open and read the invoice file contents and write the its contents in into respective fields at right side of the invoice import screen. you You can add additional or modify existing information, assign comments and vary the status.

  6. Once all necessary information get filled, Click the profile of the invoice has been completed select the Save invoice button located at the bottom right of the input screen.

  7. System will ask you to confirm the your action. Click Ok and save the invoice to record into the systemBrevity.

Info

You can upload file with pdf, jpg and jpeg format only. Note that any other file format is not supported and it won’t workJust a reminder that only invoice files in PDF, JPG and JPEG format are supported.

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The invoice upload tool uses OCR to automatically parse pdf invoices and complete the matching info within the form for you. It also has an efficient layout to allow fast and accurate processing of invoices. These invoice can be approved, rejected, or sent to the participant to approve via the mobile app if needed.

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