Viewing a Future Billings Report

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The Future Billings feature is used to generate a list of invoices that were either marked for re-billing, or where the client was ineligible when the insurance company was initially billed.  To do so, 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.

    1. Click Future Billings.  The Future Billings page is displayed.

    1. Click the Insurance drop-down and select the insurance company/payer for which you wish to view future billings.
    2. Click the Program drop-down and select the program for which you wish to view future billings.
    3. Click the Reason drop-down and select the reason for which you wish to see future billings.  Available options are:

  All Re-Billing for Denials and Remainders - Displays all records that were created from a re-bill invoice, and records created from a remainder being assigned.

  Claim Denials to be Re-Billed - Displays only invoices that have been marked as "Re-bill" within a posted worksheet.

  Claim Remainders Assigned to COB Re-Billing - Displays records created from a remainder being assigned.

  Ineligible When Invoices Were Generated - Displays all clients who did not have a Medicaid entitlement present when the payer was originally billed.  

  NOTE: This option only applies to Medicaid entitlements and hard-coded billing types (PROS, ACT, CR, DD, etc.). 

  Include All - Displays all invoices.

    1. Under Invoice/Service Date Range, enter dates in the From and To fields to set the date range of future records to include.
    2. Click CONTINUE.  The report is displayed on the Future Billings page and includes a list of invoices meeting the specified report criteria.  The following columns are included in the display:

  # - Displays a numerical listing for all invoices that appear on the report.

  Delete? - Check off this option to void the original invoice and void the open receivable.  If a future invoice was created in error, it can be removed using this option.  Click CONTINUE to proceed with the deletions.

  Program - Displays the program associated with the original invoice.

  Invoice Date - Displays the date on which the original invoice was created.

  Consumer - Displays the consumer associated with the future billing line item.

  Reason - Displays the reason for the future billing entry:  previously denied, remainder assigned, payer, and worksheet where the future record was created.

  Original Amount - Displays the amount associated with the initial invoice.  The amount associated with the future record displays in parentheses and may or may not match the original amount.

  Original Invoice - Displays the Invoice ID and Batch ID associated with the initial invoice created.

  Insurance - Displays the payer associated with the future record.  This column of data is only shown when "All Payers" was selected from the Insurance drop-down on the previous page.

The process of viewing a future billings report is now complete.