Bill Generation

Use the procedure in this section to view generated bills for different bill types, whether Professional, Institutional, Dental, NALC, 915, or 957.

To view a generated bill:

  1. In the Bills menu, click the Bill Generation hyperlink.

The system displays the Bill Generation List page.

  1. To view a specific bill in the list, select a filter category from the Filter By drop-down, enter a search term in the adjacent text field (the % wildcard character can be used), and click Go.

The system refreshes the page with the results of your filtered search.

  1. Select the hyperlink in the Transaction ID column for the bill you want to view.

The system displays the Bill Generation Detail page, which contains three sections:

  • Bill Generation Detail – Displays the details for the current bill. All fields on this page are view-only except for bills in “Created” or “In Progress” status for which the Assigned to field is editable.

  • Attachment List – Provides a list of hyperlinked file attachments for the current bill. The hyperlinks open directly to the attached files.

  • Status History – Shows the history of status changes for the current bill.

  1. For bills in “Created” or “In Progress” status, you can assign or re-assign a reviewer to the bill by selecting the reviewer from the Assign to drop-down list in the Bill Generation Detail section.

  2. Select Save to save the update.

  3. To view a file attached to the bill, under the Attachment List section, click the hyperlink for the file you want to view.

The system opens the download dialog that allows you to open or save the attachment.

  1. To view or add a note to the bill, click the Notes button.

The system opens the Notes List dialog.

  1. To view an existing note, click the hyperlink for the note under the Note ID column.

The system opens the Notes Details dialog.

  1. Select Close to exit.

  2. To add a note to the list, click the Add Note button.

The system opens the Notes Details dialog in edit mode.

  1. Enter the Note Description and Remarks fields, then click OK to return to the Notes List dialog.

  2. Select Cancel to exit back to the Bill Generation Detail page.

  3. Select Close to return to the Bill Generation List page.

Related Topics

Bills