10 Exporting Generic Invoices

Generic invoices need to be exported to be considered “billed” and appear on your Accounts Receivable reports.

1. Click on Billing
2. Click on Claims
3. Use the Claims Search grid filters to locate the generic invoices you want to export.

Helpful Hint: If the Claims Search grid is not visible, click on “Search Claims” at the top/left of the screen to populate the grid.

4. Click and select the following Filters in the dropdown:

• Claim Type=Generic Invoice
• Status=Un-exported
• Funding Payer is optional, and can be used to separate the payer invoices if needed.

5. Click Search

6. When the filtered results populate, click Export Claims

• Choose ‘From All’ if you want to export all invoices in the results window.
• Choose ‘From Selected’ to select specific invoices.
• There are two options to select specific invoices:
• Click to select the checkboxes on each invoice line OR
• Click to select the first invoice line (outside the checkbox)
• Then hold down CTRL key to select specific invoice lines one at a time, OR hold down SHIFT key and select the last invoice line you want to export to select all lines in between.

7. Select Yes when asked “Are you sure you want to export…..”

Helpful hint: The “Are you sure” window will state either “all the filtered invoices” or “all of the selected invoices” based on your Export Claims choice.

8. The generic invoices will automatically load and appear in a Report Viewer window.

Helpful Hint: A “general ledger” report may appear on top of the actual invoices. Close this window to see the generic invoices

9. Click print or download in the PDF viewer.
10. Invoices are now ready to scan, fax, email, or send by postal mail to appropriate payer.

Saving, Selecting, and Editing Views

A “View” is a snapshot or save of any filters entered at the search grid. By saving a View, it can be recalled later as a quick method of plugging in filters instead of having to manually add filters in. This section of the course will walk you through the steps for saving, selecting and editing a view.

1. Saving: With the desired search filters entered from the Claims search grid, click on the Save icon (upper right corner) to save a view
2. From the Save View dialogue, name the view and click on the Save button

Helpful Hint: Click on “Existing View” to select and overwrite an existing view.

3. Selecting: Click on the View selection drop-down to select a saved view
4. Editing: Click on the Edit Views button (wrench) to delete a view or make it Global

Helpful Hint: Global views can be selected by any user who has access to the search grid.

5. Click on the Delete icon to delete a view or the Global checkbox from the “Edit Views” dialogue to make a view Global.