Invoice Statuses

Invoice Statuses

The invoice status names (pending, billable) in the following table can be edited by the agency from the Value Items screen, although the number and the description will remain the same.

Field	Traditional/Commercial Billing Status for billing without episodes.	Episodic Billing Status for billing with episodes (OASIS billing)
01-Pending	This is the initial status of an invoice created as a Deposit/Prepay from the Invoice screen.	This status is automatically set upon completion of the OASIS. Note: Upon completion of an OASIS, an invoice and an episode in Episode Tracker is automatically created.
02-RAP Ready	N/A	This status is automatically set, when the first billable schedule of the episode is confirmed.
03-RAP Sent	N/A	This status is automatically set when a RAP invoice is electronically exported through the system.
04-RAP Paid	N/A	This status is automatically set, when the first initial payment is imported through the Electronic Remittance screen and posted.
05-Billable	This is the initial status of an invoice created from the Billing Review screen.	This status is automatically set with the completion of a recertification or resumption OASIS. Note: If the client is not being recertified the billing status must manually change the status to billable when all parameters for the final claim have been met.
06-Bill Sent	This status is automatically set when the invoice has been printed or electronically exported.	This status is automatically set when the final invoice for the episode is exported electronically.
07-Bill Paid	This status is automatically set when the invoice is paid in full and the remaining invoice balance is $0.00.	This status is automatically set, when the final payment or void is imported through the Electronic Remittance screen and posted.
08-LUPA	N/A	N/A
09-Hold	When the invoice status is 09-Hold, the invoice cannot be exported. (Example: Client admitted in AM, hospitalized in the PM of same day, agency may want to hold the RAP	When a user manually changes the status to 09-Hold, the related episode cannot be exported.
10-Cancelled	This is automatically set, when the client status is ‘03-Hold’ or ‘05-Cancelled,’ or their schedule status is ‘09-Hold’ or ‘10-Cancelled.’ Note: you cannot cancel an invoice that has payments or credits. Invoices are not automatically set to cancelled. The user must manually change the status to Cancelled.	This is automatically set, when the client status is ‘03-Hold’ or ‘05-Cancelled,’ or their schedule status is ‘09-Hold’ or ‘10-Cancelled.’ Only manually set this status if the entire episode has been cancelled. Note: you cannot cancel an invoice that has payments or credits Invoices are not automatically set to cancelled. The user must manually change the status to Cancelled.
11-Resubmit	Status used to re-export a claim after a correction or edit has been made.	To resubmit an invoice, review Billing Resubmission.

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