Batch invoicing allows you to find all unbilled Appointments in a desired date range and create Invoices for them all at once. You can create Invoices per Client or Staff, or for ALL Clients and Staff.
Jump to Section [AMA CPT® Licenses] [Create Batch Invoices] [Print or Email Batch Invoices]
AMA CPT® Licenses
Practice management and EHR organizations are now legally required to collect annual licensing fees for Current Procedural Terminology (CPT®) codes on behalf of the American Medical Association (AMA). To comply with this requirement, staff members that need to be added as a Rendering Provider on invoices in TheraNest will need to have a paid CPT license for the current year. Each staff member’s CPT license lasts for one year and will automatically renew each January 1 if the staff member is active and has not had their CPT® Code Access turned off in staff details. For more information, review CPT® Codes & American Medical Association Fees FAQ.
To view the AMA CPT® Codes End User Agreement Terms, click here. For more information on the AMA CPT® code licensing fees, click here.
Create Batch Invoices
- Click Billing tab in primary navigation bar.
- Click Batch Invoicing in side navigation. Create New Invoices tab opens.
- You can filter by Client, how Client Pays (Insurance or Self), Staff, Service, and Primary Insurance.
NOTE: If you want ALL unbilled Invoices, leave filters empty.
- Set appropriate Date Range.
- Click Search button.
- View total count of items selected, total dollar amount selected, and the total dollar amount including selected and unselected items.
- Select Hide No Shows, Reschedule & Cancellations box if desired to filter. Clients with unbilled Appointments display.
- Click each Client's name to show Invoice Details. You can make any changes there.
- (Optional) You can add a Batch Invoice item or add invoice information and Apply to all Invoices.
- Select or deselect Clients you wish to create Invoices for.
- Click the green Create Selected Invoices button.
- Click Yes I'm sure to confirm you want to create Invoices.
Print or Email Invoices
- Click Billing tab in primary navigation bar.
- Click Batch Invoicing in side navigation.
- Click Process Existing Invoices tab.
- Set appropriate Date Range.
NOTE: Date Range here is the date the Invoice was created.
- Click Search button.
- Select or deselect Clients you wish to print or email Invoices for.
- Click Print or Email to Client and select Invoice or Superbill.
NOTE: If you are connected to a Clearinghouse, you can add Claims to Awaiting Submission by clicking Add to Claims Awaiting Submission button.
Related Articles: