To view, and if necessary print, an invoice batch, 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 Edit Invoice Batch.  The Edit Billings page is displayed. 

4. Click the Batch Number drop-down arrow and select the batch to be viewed/printed.

  TIP: Invoice batches are listed with several pieces of information that make it easy to understand what they contain, as shown here:

5. Click View.  The batch details are displayed in a table, with the identifying information for the batch listed at the top of the page.  

Each invoice in the batch is represented by one row in the table, and the amounts listed in the row are the total amount being billed for that invoice (Claim Amount) and the Remit Amount.  The Claim Amount is supplied by the billing rate setup under BillingBuilder > Billing Rates.  There are two exceptions that could change the Claim Amount set for an invoice:

1) In a situation where AWARDS is billing a secondary and/or tertiary payer, the invoice will be assigned the claim amount billed to the primary payer.

2) If the invoice is billing a primary payer, but there is a higher billing rate setup for a secondary payer, AWARDS will use the higher rate as the claim amount.

Invoice rows also include the client name and ID number, an invoice number, which is automatically assigned by AWARDS, the diagnosis code used for the invoice, the service date for the service being billed, the procedure code (followed by the HCPCS modifier if applicable), the NPI (if applicable), and Delay Code (if applicable). 

  TIP: If the billing type for the batch is set to allow multi-line invoices and more than one service has been provided in a day, you will see each service as a line in the invoice batch. Multiple lines in the same invoice will be numbered in parentheses.

  TIP: If the payer is Medicaid and the invoice date is 90 days ago or older, the Delay Code will default to 8.  If the payer is not Medicaid, the default Delay Code will be blank.  This value can be updated by accessing the invoice batch in data entry mode, as described in the next section.

  TIP: To see the billing rules for any procedures included in the batch, run the Procedures Report accessed by following this path in AWARDS:  Fiscal > BillingBuilder > Configure Billing Types > View Billing Types > Procedures Report.   

  TIP: An Excel File link is displayed at the bottom of the report.  It can be used to export the data into a spreadsheet.  When this link is clicked, a PHI Download Alert is displayed, reminding you of your obligation to properly handle any confidential data and/or protected health information (PHI) within the download in accordance with related government regulations and agency policies.  After reading the alert, click OK to acknowledge it and proceed with the export, or Cancel to return to the previous page.

6. To display the invoices in a printable format, click View Printable Batch.  Each invoice is listed on the page that follows and contains the agency's name and address, program name, the client's name and address, date of service, the service being billed for, the procedure (followed by the HCPCS modifier if applicable) and diagnosis codes, and the amount due.
7. Use your browser's Print feature to print the invoices.

  NOTE: By default, a page break is inserted between every invoice when the batch is printed.   

The process of viewing / printing an invoice batch is now complete. 

  TIP: To edit or delete any of the invoices being viewed in step 5, do one of the following at this time, keeping in mind that if the batch contains more than ten invoices, only ten of them can be opened and displayed in data entry mode at a single time:

Click Update or Update First 10 Invoices.  (Which of those buttons is available is based on how many total invoices there are in the batch.)  All invoice rows, or the first ten invoice rows, are opened in data entry mode, respectively.

Click the hyperlinked invoice number of a specific invoice to be edited.  That invoice row and up to nine of the invoice rows below it (if applicable) are opened in data entry mode.

Make any necessary changes, and then click Save if your work is complete, or use the Next # Invoices and Prev # Inovices buttons to navigate through the remaining invoices in the batch as needed.  Be sure to click Save to finish the editing/deleting process and return to the Edit Billings page.

Editing and deleting invoices is discussed in more detail in the sections that follow.

When editing an invoice batch, you can edit certain information contained within the invoice batch, delete individual invoices, and add new invoices.  To edit an invoice batch for the purposes of completing any of these data entry tasks, complete the following steps:

1. From the AWARDS Home screen, click Administration from the left-hand menu, and then click Fiscal.  The Fiscal Reports Menu page is displayed.
2. Click BillingBuilder.  The BillingBuilder Menu page is displayed.
3. Click Edit Invoice Batch.  The Edit Billings page is displayed. 
4. Click the Batch Number drop-down arrow and select the batch to be edited.
5. Click Update.  The details are displayed in data entry mode in an invoices table, with the identifying information for the batch listed at the top of the page.  
6. Each invoice in the batch is represented by one row in the table.  The amounts listed in the Claim Amount column are the amount being invoiced to the payer, followed by a number in parentheses ( ) which applies when the invoice is secondary/tertiary and the remainder assigned within a prior remittance worksheet is reported.  The Remit Amount is the expected remittance amount taken from billing rates/remit rate or the remainder assigned in a remittance worksheet, whichever is higher.  Invoice rows also include the client name and ID number, a read-only invoice number which is automatically assigned by AWARDS, the diagnosis code used for the invoice, the service date for the service being billed, the procedure code (followed by the HCPCS modifier if applicable), the NPI (if applicable), and Delay Code (if applicable).  

  NOTE: If the invoice batch created is for a "Self-Pay" payer, the billing action used is Generate COB Remainders Re-Billing Batch, remainder assigned has a "Self-Pay" payer selected, and the rebilling record used to generate the invoice is associated with a prior invoice where patient responsibility (CAS*PR*3*10~) information has been captured in a remittance worksheet, the claim amount reflects the patient responsibility supplied by the payer (as shown in the example here).



If the payer is Medicaid and the invoice date is 90 days ago or older, the Delay Code will default to 8.  If the payer is not Medicaid, the default Delay Code will be blank.  The Delay Code field will accept all ASC X12 5010 valid values listed below:

1 - Proof of Eligibility Unknown or Unavailable
2 - Litigation
3 - Authorization Delays
4 - Delay in Certifying Provider
5 - Delay in Supplying Billing Forms
6 - Delay in Delivery of Custom-made Appliances
7 - Third Party Processing Delay
8 - Delay in Eligibility Determination
9 - Original Claim Rejected or Denied Due to a Reason Unrelated to the Billing Limitation Rules
10 - Administration Delay in the Prior Approval Process
11 - Other
15 - Natural Disaster

Once the correct value has been entered and saved in the batch, it will be included in the 837P and 837I files within loop 2300, segment CLM20.

IMPORTANT! Only ten invoices open in data entry mode at a single time.  If an invoice batch contains more than ten invoices, only the first ten are shown at this time.  The other invoices can be accessed later in this process.

  NOTE: If the billing type for the batch is set to allow multi-line invoices and more than one service has been provided in a day, you will see each service as a line in the invoice batch.  Multiple lines in the same invoice will be numbered in parentheses. 

7. Make changes to the existing invoices on this page by completing one or more of the following data entry tasks:

  Edit the information for one or more invoices - To do so, adjust the values in the Diagnosis, Service Date, Procedure, NPI (if applicable), and/or Amount fields as necessary.

  NOTE: Client names and invoice numbers are read-only and cannot be edited. 

  Delete one or more individual invoices - To do so, click the Delete checkbox next to the row(s) of the invoice(s) to be deleted.

  TIP: Once deleted, the only way to retrieve an invoice is to generate a new batch.  Please note, Medicaid remainders assigned to COB re-billing invoices for procedure code 4525 (clinic treatment) that are associated with NYS PROS services do not have the option to be deleted.

If all invoices in the batch have been edited or selected for deletion as needed, continue with step 8.

If other invoices in the batch need to be edited or deleted and are not currently displayed on the data entry page, click Next # Invoices.  The changes made to the first ten invoices (if any) are saved, any deleted invoices are removed from the batch, and the next ten invoices are displayed in data entry mode.  Repeat steps 6 and 7 as needed until all changes are complete, and then continue with step 8.

  TIP: A Prev # Invoices button is also available at the bottom of the editing page, which re-opens the previous ten invoices in data entry mode.  

8. If necessary, an invoice may be added to the batch at this time.  To do so, click Add Invoice.  The Add Invoice page is displayed.

  TIP: If it is not necessary to add an invoice, skip ahead to step 16.

9. Click the Program drop-down arrow and select the program associated with the consumer for whom a new invoice is to be added. 
10. If the invoice to be added is for a former (discharged) consumer, click the Roster Archives checkbox. 
11. Click CONTINUE.   The Add Invoice consumer selection page is displayed.
12. Click the Consumer drop-down arrow and select the consumer for whom the invoice is being added.
13. Click CONTINUE.  An invoice number is assigned by the system, and the Edit Billings - Add Invoice Number page is displayed.
14. Enter values in the invoice fields on this page as necessary, including Invoice Date, Diagnosis, Service Date, Procedure, Amount, and NPI (if applicable).
15. Click Add This Invoice.  The invoice is added and the batch is re-displayed in data entry mode with the newly added invoice shown at the end of the invoices list.  (You may have to click the Next # Invoices button several times in order to see the new invoice, depending on how many invoices are in the batch.)

  NOTE: When an invoice is manually added to a batch in this way, AWARDS does NOT apply the billing rules to verify that billable services have been documented. 

16. Click Save.  The updated batch information is saved, any deleted invoices are removed from the batch, and the Edit Billings page is re-displayed 

The process of editing an invoice batch is now complete. 

To delete an ENTIRE invoice batch, complete the following steps: