Changing the Plan Management Invoice Status

This page guides the plan manager through the process of updating the status of invoice records.

These are the topics on this page

Introduction

Brevity allows you to change the status of the invoice record within the bulk claim batch so as to either exclude an invoice from processing or to correct an error that has arisen when uploading the payment remittance file. Changing the status of one or more invoices is undertaken through the Manage Invoice Status page which is accessed selecting the applicable bulk claim batch record listed within the Plan Management Claim Batch List page.

Change the Invoice Status

Top change the status of an invoice within a bulk claim batch observe the following steps:

Select the Care Management>Plan Management Claims sub-menu to open the Plan Management Claim Batch List page.
Search for the Batch that is to be updated
Highlight the batch record and either select the Edit button from the ribbon bar or double click to open the batch.
Select the Change Invoice Status button to open the Manage Invoice Status page. You will observe that this page will present all invoices that are listed within the batch file
Scroll to the invoice line that is to be updated.
To adjust the invoice status position your cursor in the status field and select the revised status from the drop down list.
Input a summary of the details for the status change within the comments field.
Select the save button, to present a pop-up screen.
Select the OK button to confirm the change.
Select the Close button to exit back to the batch record.
Observe that the status has been updated on the invoice record.