Update Billing Info by Requisition

Update Billing Info by Requisition

Update Billing Info by Requisition - batch edits and quick invoicing

Use this form to update billing details for a selected group of orders in one pass. Filter the grid, select the target orders, and apply changes to Bill To, Bill Type, and/or Payer. Ideal for correcting batches or standardizing settings before invoicing.

What you can do

  • Batch‑update: Bill To, Bill Type (Medicare, Medicaid, Commercial Insurance) and Payer.
  • Bulk add insurance: assign payer and bill type to many Requisitions, then quickly enter only the patient‑specific insurance ID per patient.

How to use it

  1. Open Billing → Update Billing Info by Requisition.
  2. Use the advanced grid filters, search, and grouping (e.g., by Client, Date, Current Payer) to isolate Requisitions.
  3. Select the Requisitions to change (multi‑select supported).
  4. Set the new Bill To, Bill Type, and/or Payer.
  5. Choose an action:
    • Update: apply changes to Requisition billing info only.

Tips and best practices

  • Save grid views you use often (e.g., by Client and Service Month) to speed future runs.
  • Group by current Payer or Bill Type to validate selections before applying updates.
  • For new payer rollouts: bulk set Payer and Bill Type first, then open patient profiles to enter just the insurance ID to finish.
  • Verify eligibility/coverage where applicable.

Automation note

  • For high‑volume workflows, OCL LIS can build custom uploads to import patient demographics and billing details to further automate batch updates.

    • Related Articles

    • Update Billing Info by Order

      Update Billing Info by Order - batch edits and quick invoicing Use this form to update billing details for a selected group of orders in one pass. Filter the grid, select the target orders, and apply changes to Bill To, Bill Type, and/or Payer. Ideal ...

    • Update Billing Info by Date

      Update Billing Info by Date - order batch update by service day Use this form to update billing details (Bill To, Bill Type, Payer) for many orders at once based on service dates. The grid lists Patients (with DOB) and shows each day of the selected ...

    • Add New Requisition

      The New Requisition form lets users schedule labs quickly on a single screen. It’s organized into tabs so most information can be captured without switching modules, reducing clicks, errors, and overall order-entry time. New Requisition and Patient ...

    • Requisition Search

      Requisition Search is your command center for finding, filtering, and acting on when it comes to requisitions The Requisition Search form is more than a lookup. It’s a centralized hub where you can locate any order quickly, surface the right context, ...

    • Patients > Update Patient Info Extended

      The update patient info extended advanced button will allow the LIS user to update the patient's information to multiple orders, requisitions and standing orders at the same time for specific period of time, this feature will save time since the user ...