In this article we will walk through how to access and edit an invoice.
Watch video here.
Access the Invoice
This can be accomplished through the Master Record, under the billing title on the left hand side it is labelled as Invoice List. The M on the schedule or if you are searching the patient, you will click on their demographic number.
Once open, you can locate the invoice you wish to edit, you will open this by selecting Edit.
NOTE: If the invoice is in SUB status, meaning it has already been submitted to MSP through teleplan, your edit will be received as a duplicate invoice NOT a correction to an existing invoice. It is best practice to either wait to have MSP send this back or obtain the sequence number through support and contact MSP to ZAP the claim.
We are going to explore editing the above invoice.
As there are many entries on an invoice, we would encourage reviewing all areas. I have noted in the red boxes the most common areas to review.
Patient Information, by clicking on the patient name you be opening up the Master Record. Changes to the patient information must be completed within the master record, you will then need to Reprocess to update the invoice.
Billing Information, Here you can identify the Data Centre number, Payee Number and MSP number for this invoice.
Billing Date, here you can edit if you have entered the incorrect date. Selecting billing date will open a calendar you can select the date from or you can freely type in the box.
Start and Finish time, if your invoice requires time and you forgot to input or you need to edit what was already entered.
Facility number, this should populate by default, you can enter/remove it here. See Facility Mapping Information here: Video or Article.
Service Code, you can edit or search and select if you are unsure of the correct code needed.
DX 1/2/3, you can add more or edit existing, there is also the option to type in a keyword and search by selecting the corresponding hyperlink Dx X #.
Correspondence Code, can be set to Electronic Note (Elec) if you need to add any supportive information to send along with the invoice. Note is added in the Note section
If we look to the bottom of the correction screen we see the following:
Billing Notes, this area is for internal use only, anything added here does not submit to MSP.
Note: If you are deleting any claims and are not the MRP, I would strongly suggest using the Billing notes as a means to note why you deleted the claims, should you be questioned in future.
Reprocess Bill, this refreshes the screen to update and save any changes you have made. If you are looking to Delete a claim for instance, you would set the billing type to Deleted and Reprocess only as you do not want the claim going through to MSP.
Resubmit Bill, this sets the invoice, if not already done, to BILL MSP-NOT SUBMITTED.
Reprocess and Resubmit Bill, this is both save your changes and set the claim to BILL MSP-NOT SUBMITTED.
Resubmit will automatically close the invoice screen, Reprocess will not so you can just close once you have reprocessed.
Once you have completed the appropriate update, you are done!
If you have any follow up questions related to the above information, please reach out to support help@oscarprdesk.ca.