Creating a 3rd Party Invoice/Online Billing

The 3rd Party Billing Wizard is used to create invoices to send out or indicate that you have processed the claim online.  All 3rd party charges sit on the patients 3rd Party A/R as 'Waiting to send', once you process through the 3rd Party Billing Wizard then the status changes to 'Sent (waiting to receive)'.  NOTE: Only billing items with a status of 'Sent (waiting to receive)', will be available to be selected to receive payment.



Billing -> 3rd Party Billing Wizard, select 1 of 3 options.

1. To create an invoice by third party.
2. To create an invoice by patient.
3. To reprint or recreate a previous billing.
4. Click [Next].


NOTE: The following screen shots reflect the billing by third party (option 1 from above).

1. Highlight the payor. Tip! Click [All] if you wish to bill all payors.
2. Click [Next]. 

1. Click [Generate Patient List].
2. Click [Next].

1. Choose services you wish to invoice by double clicking on the billing or clicking [All]. Tip! An * must appear in the left column for the billing to be completed.
2. Click [Next].
Tip! For offices doing their online billing at the end of the day use either 'Preview Billing Wizard to Bill (selected)' or 'Preview Billing Wizard Billing Items' buttons to generate a list of your patients for the day.

1. Click [Validate Billing].
2. Click [Next].

1. Click [Print or Preview]. Tip! For Online Billing save paper and go straight to [Finish].
2. Click [Finish].

Once you [Finish] processing through the 3rd Party Billing Wizard, the status changes to 'Sent (waiting to receive)'.  
NOTE: Only billing items with a status of 'Sent (waiting to receive)', will be available to be selected to receive payment.
 
To learn how to receive 3rd party payments, click here:  Receiving 3rd Party Payments

 

 Email help@chirosuite.ca or Call toll free at 855.509.1111 

 

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