Create Invoice (Per Diem)

Create Invoice (Per Diem)

Create Invoice (Per Diem)

Use the Create Invoice Per Diem form to generate invoices for clients billed on a per‑diem basis (commonly Medicare Part A patients at skilled nursing facilities).

Purpose

  • Batch-create per‑diem invoices for a selected client over a defined service date range.
  • Include any client-specific additional services that are billed outside the per‑diem rate.

Workflow

  1. Select Client.
  2. Choose Date Range to include in the invoice.
  3. Review Charges:
    • The form displays all charges for the selected period.
    • The second grid shows the Type of charge (e.g., Per Diem vs. Additional/Ancillary).
  4. Click Create Invoice to generate the per‑diem invoice.

Notes

  • Some clients have special agreements to pay for additional services beyond per‑diem. Confirm those items in the second grid before creating the invoice.
  • Ensure per‑diem contracts, pricing, and inclusions/exclusions are configured for the client so prices populate correctly.

Best practices

  • Run by facility and a single date window to simplify reconciliation.
  • Verify patient days and eligibility (e.g., Part A status) align with the billing period.
  • Confirm that additional services and their CPT/price rules match the agreement.
  • Resolve any 0.00 price items before invoicing; per‑diem invoices will be blocked if required prices are missing.

Info
Tip: We recommend scheduling a training session with our technical support team to learn configuration options (rates, inclusions/exclusions, additional services) and streamline your per‑diem workflow.


    • Related Articles

    • Per Diem Payment Posting

      Per Diem Payment Posting Use the Per Diem Payment Posting form to post payments and adjustments to per‑diem invoices in a streamlined workflow. Basic workflow Search/Load Invoices: Search for per‑diem invoices and load them into the form. Select ...

    • Transaction Search (Per Diem)

      Transaction Search (Per Diem) Use the Transaction Search Per Diem form to view and manage transactions specific to per‑diem invoicing, which follows a unique workflow separate from conventional invoices. Quick filters Transaction ID and Type Date ...

    • Create Invoice (Patients)

      Create Invoice (Patients) Use the Create Invoice form to batch-bill orders across multiple Patients in one pass. The system generates one invoice per Patient. How it works Multi-patient batching: Load eligible orders for many Patients simultaneously. ...

    • Create Invoice (Clients)

      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 ...

    • Create Invoice (Insurance)

      Create Invoice (Insurance) Use the Create Invoice form to batch-bill orders across multiple patients. The system generates one invoice per order, and those invoices become insurance claims when exported to the clearinghouse in EDI format. How it ...