Review video here.
There are a few billing reports you can create by provider, within Administration > Billing, Edit Invoices and Accounting Reports as well as Unbilled from the upper taskbar (Billing).
If you are missing providers on this list, here is how to add them.
Prerequisites
- the provider must have their MSP billing number entered in their Provider record.
- the provider must be in a schedule group.
If the MSP number is missing, you cannot add an MSP billing number on your end, this is a step that needs to be completed on our end. If this is a new Doctor, you will need to submit a New Doctor Form.
If you are not using a schedule Group, we suggest creating a Billing schedule group.
Administration > Schedule Management > Add Group > Set Group Name and check off the billing Providers.
You can also review a more detailed review in our Help Portal Article or Video.
Adding a Provider to the Report List
Once the Prerequisites are met, you can proceed to adding the Provider to the report list.
Navigate to any of the previously mentioned areas, Edit Invoices and Accounting Reports as well as Unbilled from the upper taskbar (Billing). Look in the upper right corner to locate Manage Provider List.
From selecting this, you will get a pop-up window, select the Provider(s) you need to add and Save, you want to select the Provider only once, it does not matter if they are in more than 1 group.