Miscellaneous Unbilled Procedures Review
Overview
In this tutorial, we will review the Unbilled Procedures Report, its purpose, how to view it, and how to use it.
This report views all miscellaneous procedures that are not on an invoice yet.
This is most helpful for users at the end of the month to review the miscellaneous procedures that will be billed during the massive creation of miscellaneous invoices.
We recommend that all users who create massive invoices at the end of the month use this report to ensure the accuracy of billed procedures.
Making adjustments before procedures are placed on invoices is much easier.
Estimated Time to Complete – 10 minutes
Instructions
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video How-To
<Video Coming Soon>
Step-by-Step Guidance
Navigate to Tools > Billing
Click Unbilled Procedures Review
To view on the computer, click Yes.
To print the report, click No
Viewing the Report on the Monitor:
We recommend reviewing the report options at the top left of the screen.
Click Patient with Unbilled Procedures to show only patients in the list that have unbilled procedures
Then, review the additional settings (such as date range considered, type of procedures) and click save
Click on the space to the left of each patient's name to review the unbilled procedures for that patient.
Printing the Report:
Some users prefer to view the paper report. This can be especially helpful if multiple users need to review it.
Review the print options and click submit
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