Clear a Billing Record After it has Been Posted

There are several steps required to process billing for your schedules. One of the steps is to post the billing. Once billing has been posted for a schedule, the billing records created for that schedule are viewed by clicking the View Posted Billing tool in the Billing Module. This is where you can see all of the posted billing records for a specified batch or date range in the main display grid.

NOTE: Posted billing can be viewed for clients or payers by batch, by invoice number, by posted date or by billing date. Use the scenarios in the Filter Area to select how you want to view the posted information.

If you need to clear some billing record(s) to correct something after it has already been posted, you first need to un-post the record(s) before you can clear it. Open the View Posted Billing tool , then select the appropriate scenario and batch or date range so the posted records are displayed on the main display grid.

View the information displayed in the main display grid to determine which records you need to clear. NOTE: A single schedule may have multiple billing records.

To un-post the appropriate record(s), verify that only the record(s) for which you wish to un-post billing are selected (the checkbox in the grid for the record is checked).

Click the Un-Post Billing tool in the ribbon.

A prompt asks if you are sure you want to un-post billing; click Yes.

The billing records you have un-posted will no longer appear in this main display grid; they appear in the View Calculated main display grid.

You can make corrections to the records in the View Calculated screen and post again, or clear the records from the View Calculated screen and make the appropriate correction(s) to the schedule or caregiver pay rates.

NOTE: Depending on the error, you may also need to Un-Finalize or remove the actual hours in the schedule in order to make your corrections. If this is the case, the schedule must have actual hours and be finalized again before you are able to recalculate it in billing.