Topics Employer Invoice Search:  
Introduction: Option Emp invoice is used to support the Employer Billing’ feature in PrognoCIS. When Encounter Type is Employer, the claim created from Encounter Assessment is treated as Employer Billing Claim. The Employer Billing Claims are not submitted to the Insurance Companies but are directly Billed to the associated Employer. These employers are Billed with the help of invoices generated by PrognoCIS after accessing the Fee from Fee Schedule dedicated to Employer. Menu option, Emp Invoice generates Invoices for all Registered Employers as per the selected template on the Employer Invoice Report popup for chosen date range. One Invoice is generated for each Encounter Type for an employer separately. The Employer invoice which is generated once for the specific employer cannot be generated again for the same Employer.

Display Generated Invoice

This field gets enabled after selecting the Display Invoice radio button and the Employer Invoice Search icon also gets enabled. Clicking on this Employer Invoice Search icon of this field, the Employer invoices that have already been generated are displayed in the Emp Invoice popup. popup.
Note:
  • The user can select at most 5 Invoices.
  • For Multilocation setup, only login location invoices will be shown.

Create New Invoice

Create Invoice: On selecting the Create Invoice radio button, this field gets enabled. Clicking on this button, the user can generate Invoices for Employer Claim which have been marked as ‘Ready to Send’.

Employer From and Upto: Enter keywords in Employer From and Upto fields. This option allows users to set the range for the system. The system uses this range for Employer selection. The default value for From and Upto is A and Zz. This means it allows the users to search across all the Claims for the Employers whose name starts with the given alphabet. The range A to Z covers Employers whose name starts with a small case letter.

Select Claim Ids: Click on the Claim Id Search icon to invoke Claims Search popup. Select Claim Ids helps users to explicitly select the Employer Claim which are marked with ‘Ready to Send’ status. If we select Claims using this option, the system considers criteria applied by Employer From and Upto instead of Period and uses only the Employer Claim selected for Invoice printing. In case user selects the wrong Claim id then clicking on the hyperlink 'Clear' clears the field and then user can again select the Claim Id.
Note: For multilocation setup, only login location claim will be displayed user search icon.

Period: The dropdown list displays the periods such as: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year and Custom Date. When Period option is selected, Period dates are autopopulated in the From and Upto fields. In addition with Employer From and Upto range, the system will only consider the Employer Claim DOS (Date of Service) falls in this period.
Note: When the option 'Custom Date' is selected then users are required to enter the date manually.

Message: It allows the user to add some custom message for the Employer; this message gets printed at the end of every Invoice generated. Maximum 100 characters are supported in Message field.

Show Generated Invoice: Select the Show Generated Invoice checkbox and click on the OK button to add Employer Invoice on Download Files → Employer Invoice section. If checkbox is not checked then message is shown as Invoice generated <Invoice no> available under Download Files.

Run in Background: When Run in Background checkbox is checked in the Create New Invoice section of the Employer Invoice popup and the OK button is clicked, the generated Employer Invoice is shown under Settings → Download Files → under the Category NEW EMPLOYER INVOICE. The Show Generated Invoice checkbox is disabled when the Run in Background checkbox is checked.

Generate Outstanding Invoice

Generate Outstanding Invoices: Selecting the Generate Outstanding Invoices radio button enables the user to generate Outstanding Invoice for Employers or TPAs who have made partial payment depending on the option selected in the dropdown.
Note: For Multilocation setup, only login location invoices will be shown.

Generate Outstanding Invoices for Employer
When the property, hide.empclaims.with.tpa is set to OFF, the dropdown beside Generate Outstanding Invoices radio button displays only Employer option.

Select Employer: Select the Employer to whom Invoice has to be sent from the Search icon present next to the field. Only one Employer can be selected from search icon.

Search Employer Invoice Nos: Select multiple invoice nos by clicking on the Search icon present next the field. Atmost 5 invoices can be selected.

Run in Background: When Run in Background checkbox is checked in the Generate Outstanding Invoice section of the Employer Invoice popup and the OK button is clicked, the generated Outstanding Invoice is shown on Settings → Download Files → under the Category, OUTSTANDING EMPLOYER INVOICE. The user is notified via a Notification type of message having the subject as Background Process Complete: Outstanding Employer Invoices Generated and can be accessed from the menu Message → In screen in PrognoCIS. Clicking on the Zoom icon associated with the message, the user can view the Employer Invoice.

Generate Outstanding Invoices for TPA
With the prerequisite of the property, hide.empclaims.with.tpa set to ON, when the Generate Outstanding Invoices radio button is selected on the Employer Invoice popup, two options are available in the dropdown. These are Employer and TPA. Employer is the default selection in this dropdown.

Select TPA: Click on the TPA Search icon beside the Select TPA field to invoke TPA Master Search popup. The Search popup displays only TPAs with outstanding. Only one TPA can be selected. On selection, the TPA Name gets displayed in the Select TPA field.

Select TPA Invoice Nos: Click on the Invoice Search icon beside the Select TPA Invoice Nos field to invoke Emp Invoice Search popup. This Search popup displays TPA Invoices for the TPA selected in the Select TPA field. Only 5 TPA Invoices can be selected from the Search popup. On selection of 6th TPA Invoice, Selected Max No Of Codes validation message is displayed in a popup with an OK button. The selected TPA Invoice Nos, get displayed in the Select TPA Invoice Nos field in a comma separated manner. Click on the Clear link to remove all the TPA Invoice Nos from the field when required.

Run in Background: When Run in Background checkbox is checked in the Generate Outstanding Invoice section of the Employer Invoice popup and the OK button is clicked, the generated Outstanding Invoice is shown under Settings → Download Files → under the Category, OUTSTANDING EMPLOYER INVOICE. The user is notified via a Notification type of message having the subject as Background Process Complete: Outstanding TPA Invoices Generated and can be accessed from the menu Message → In screen in PrognoCIS. Clicking on the Zoom button associated with the message, the user can view the employer invoice.

Delete Employer Invoice

Delete Employer Invoice: This option allows the user to Delete multiple Employer Invoices at a time which may have been created in an error. Select the Delete Employer Invoice radio button and click the Employer Invoice Search icon to invoke Emp Invoice Search List. The Employer Invoice records in the Search List are displayed with multiselect checkboxes. This Search List has an OK button along with a CLOSE button. User can select only 10 Invoices from the Search List. On selection of the 11th Invoice, a validation message, Selected Max No Of Codes is shown in a popup with an OK button. On selecting Employer Invoices from the Search List and clicking the OK button on the Emp Invoice Search List, Invoice Nos of the selected records are displayed in a comma separated manner in the space below Delete Employer Invoice radio button. If the user selects 10 Invoices from the Search List and again invokes the Search List to select 10, then the previously selected 10 Invoices are removed and the newly selected 10 Invoices are shown. After selection of Invoice Nos when the user clicks on the OK button on the Employer Invoice popup, a confirmation popup with all the selected Invoice Nos along with Yes, No and Cancel buttons is displayed. The confirmation message is as follows: INVOICE No EMXXXXXX, EMXXXXXX, EMXXXXXX will be deleted. On clicking the Yes button, a message is displayed in a popup with an OK button. The message is as follows: Employer Receipts # EMPRTXXXXX present for INVOICE # EMXXXXXX Employer Receipts # EMPRTXXXXX present for INVOICE # EMXXXXXX Employer Receipts # EMPRTXXXXX present for INVOICE # EMXXXXXX is successfully deleted. On clicking the No button, the confirmation popup is closed. Similarly, on clicking the Cancel button, the confirmation popup is closed and the selected Invoices are not deleted.

Types of Employer Invoices that cannot be deleted are as follows:
  1. No Payment is posted (Partial or Full Payment) and are outstanding.
  2. Those vouchers which are not mentioned in any of the ‘Entered’ Employer Receipt Vouchers are allowed to be deleted.
Note: Invoices for which Payments are Posted will not be available for selection from the search binocular.

Deleted Invoice claims are shown under Claim Ids section of Create Invoice. After deleting Employer Invoice Claims associated to Invoice, status gets changed to Ready to Send.

Note: For Multilocation setup, only login location invoices are shown under Search icon.

Action Buttons:

CANCEL: Click on the CANCEL button to close the popup.

OK: Click on the OK button to save the desired changes on the popup.