When generating invoices, AWARDS searches for any clients in the selected program billing group who have all of the client data required for billing, including: name, date of birth, gender, address, a diagnosis code, and an entitlements record indicating that he or she is covered by the payer associated with that program billing group.  Documented services that meet the documentation requirements entered for that billing type are also required.  

  NOTE: Invoices are generated for program billing groups, not individual programs.  For more information about program billing groups, click here. 

To generate a batch of invoices, complete the following steps:

1. From the AWARDS Home screen, click Administration from the left-hand menu, and then click Fiscal.  The Fiscal fly-out menu is displayed.
2. Click BillingBuilder.  The BillingBuilder Menu page is displayed. 

3. Click Generate Invoice Batch.  The Generate Invoices page is displayed. 

4. Click the Insurance drop-down arrow and select the insurance for which invoices are to be generated.  AWARDS will look for all clients with the selected insurance in programs belonging to the specified program billing group (chosen in step 6).
5. Click the Month and Year drop-down arrows and select the month and year for which invoices are to be generated.   AWARDS will look for all clients that have services rendered in the month and year specified here. 

  TIP: A month and year must be selected for "monthly" billing types.  For "per diem" or "fee for service" billing types, the optional date range override may be used to generate invoices for a period shorter than one month.  See step 8 for further instructions.

6. Click the Program Billing Group drop-down arrow and select the program billing group for which invoices are to be generated.  This drop-down only contains program billing groups that have been configured for the insurance selected in step 4.
7. Click the Billing Action drop-down arrow and choose the action to be completed.  Options include:

  Insurance Error Report - Displays all clients who are missing important information needed to create an invoice (such as diagnosis, insurance ID, etc.)..

  Generate Invoice Batch - Creates newly billed invoices (primary invoices) if the following is true; otherwise, a secondary or tertiary invoice could be generated:

The payer is primary and there is not a future record (re-bill) for the consumer for the date of service.

If this is not the case and one of the following are true, then a non-primary invoice could be created using this billing action:

The payer is secondary and there are no future records (re-bill) for the consumer on the date of service/procedure, and there is remittance information for the primary payer for the same date of service/procedure.

- OR -

The primary does not have a billable procedure with the same HCPCS/CPT code.

  Generate Bulk Manual Batch - Provides the ability to create a batch of invoices manually.  In order to use this option, the billing type associated with the program billing group selected when creating an invoice batch must have the "No Billing Rules Entered in AWARDS" option checked.

  Generate Previously Ineligible Batch - Creates invoices for previously ineligible records (for Medicaid billing only).

  Generate Claim Denials Re-Billing Batch - Creates invoices for previously denied invoices (marked as re-bill in a worksheet).

  Generate COB Remainders Re-Billing Batch - Creates invoices for invoices where a remainder was assigned in a worksheet.

  Generate Denials and Remainders Re-Billing Batch - Creates invoices for both previously denied invoices (marked as re-bill) in a worksheet and invoices where a remainder was assigned in a worksheet.

  Generate All Futures Batch - Creates invoices for Ineligible, Denied, and Remainder Assigned invoices.

  Verify Invoice - Displays reasons why an invoice was not created for a client (for example, service documentation did not match the procedure requirements).

  Generate Empty Batch - Provides the ability to create a batch of invoices manually, with no required settings.

8. To generate invoices for a period shorter than one month when working with non-monthly billing types, enter values in the Start Date and End Date fields in the "Optional Date Range Override" portion of the screen. 
9. Click CONTINUE.  AWARDS searches for clients with the selected insurance during the specified date range who have services that meet billing requirements.  This may take a few minutes to process based on the number of clients and requirements.  To navigate away from the screen and have an AWARDS message sent to you letting you know when the process has been completed and the batch is done generating, click Send to AWARDS Messages; otherwise, wait and continue with step 10.
10. Once the search is complete, scroll to the bottom of the screen and click Edit Invoice Batch if you would like to continue working with the batch.

The process of generating invoices is now complete. 

  TIP: To view the batch details, or to update or delete the generated batch of invoices from this page, click the View, Update, or Delete button as appropriate.  These features are explained in detail here.  

  https://demodb.footholdtechnology.com/help/?11432