Turning Billing On

You turn on the billing option by setting the Settings:System:

 

Some suggested settings:

SettingValue
 
Time Billing
11. Billing
BillingMethodBilling
BillingUnitHours
BillingBlock0.1 if you bill in 6 minutes blocks, 0.16 if 10 minutes, 0.25 if 15 minutes and so on
12. Billing Extensions
TimesheetIntoHistoryTrue if you want each charge to become a History Note
 
Medical
11. Billing
BillingMethodBilling
BillingUnitUnits
12. Billing Extensions
AutoApproveChargesTrue if you do not need to review charges before they are invoiced
AttachPaymentToInvoiceTrue
QuickBillOnlyTrue
RateTablesYou need to load all the rate tables that you use
ExtendedRateModeCAWorkersComp if you are a California Workers Comp billing site
AssureExtendedRateTrue, unless you want to pre-define a rate table
ThirdPartyLabelIf you are a third party biller
ThirdPartyFieldIf you are a third party biller, you need to define which data field contains the third party
14. eBill
ClearinghouseThe bill clearing house that you are using
NPIYour NPI
SenderIDYour Sender ID provided by the clearinghouse
15. Billing Workers Compensation
ADJFieldYou should define which data field contains the ADJ
ICD9You need to define which data field contains the ICD-9 or...
ICD10You need to define which data field contains the ICD-10
ReferrerFieldIf you are a CA WC biller, you need to define which data field contains the referrer
AddressBookNPIFieldYou need to define which data field contains the NPI in the Address Book
AddressBookTaxIDFieldYou need to define which data field contains the Tax ID in the Address Book
AddressBookReceiverIDFieldYou need to define which data field contains the Receiver ID in the Address Book

 

Next: Setting up the invoice format