Create Invoice (Clients)

Use the Create Invoice form to batch-bill orders across multiple clients in one pass. The system generates one invoice per client, automatically grouping each client’s selected orders/charges to their account.

How it works

• Multi-client batching: Load eligible orders for many clients simultaneously.
• One invoice per client: When created, each client receives a single invoice with the associated orders/charges.
• Grid-driven selection: Search, filter, group, and select exactly which orders to bill.

Workflow

1. Click Search to load billable orders.
2. Use advanced grid filters and grouping to narrow and organize results.
3. Select all orders that need to be billed.
4. Click Create Invoice to generate invoices—one per client.

More Options (main grid)

• Cases: Associate existing or new cases with selected orders.
• Documents: Attach supporting documents.
• Update Physician: Change ordering/referring provider on selected orders.
• Set to No Charge: Flag selected orders as no-charge when appropriate.
• Add Fees: Add additional fees or travel fees.
• Update Billing Info: Edit Bill To, payer, policy details, etc.
• Diagnosis: Add or update patient and/or order-level diagnoses.
• Internal Comments: Record internal notes for audit and follow-up.
• Rejection Report: Preview validation issues before invoicing.
• Manual Mode: Bypass billing and price rules for one-off scenarios.
• Tags: Add tags to streamline tracking and reporting.
• Recalculate: Re-apply billing and pricing rules after any changes.

Pricing validation and rejections

• Primary rejection cause: charges with a 0.00 price.
  • The LIS will not generate invoices if a required price is missing.
  • Exception: If a price rule intentionally sets a charge to 0.00, the LIS marks the charge as Waived and allows invoicing to proceed.
• Use Rejection Report to identify missing prices or setup gaps before creating invoices.

Second grid – charge-level actions (More Options)

• Waive Charge Fees: Mark selected charges as waived.
• Cancel Waive: Revert waived status for selected charges.
• Add Price Rule: Create a price rule for the selected charge.
• Edit Charge: Adjust charge details (depending on the type of charge you will be redirected to the proper form).
• View Applied Billing Rule: Inspect which rule(s) determined current pricing and charge generation.

Best practices

• Validate client price lists and billing rules before batch runs.
• Use grouping (e.g., by Client, tests, gender...) to review charge consistency.
• Run Rejection Report and fix issues, then click Recalculate to confirm clean results.
• Reserve Manual Mode for exceptions; document with Internal Comments.

Troubleshooting

• Orders not appearing: Check billable status, date range, client filters, and billing hold flags.
• Invoice blocked by pricing: Add missing price rules or apply Waive where policy allows; then Recalculate.
• Unexpected pricing: Use View Applied Billing Rule to identify the rule; adjust rule precedence or order data and Recalculate.

Tip: With pricing and rules correctly configured, the process is simple—Search, select orders and Create Invoice.