Parts of the Billing Export Screen

The Search Filters at the top of the screen allow you to narrow the Results List to meet specific criteria.

Field	Description
Client	Use this dropdown to filter invoices by client. If a partial last name is entered, possible matches display in the drop down.
Company	Use this dropdown to filter invoices by company.
Location	Use this dropdown to filter invoices by location.
Admit Type	Use this dropdown to filter invoices by admit type.
Team	Use this dropdown to filter invoices by team.
Region	Use this dropdown to filter invoices by region.
Payor	Use this dropdown to filter invoices by payer.
Status	Use this dropdown to filter invoices by status. Only Billable or Resubmit should be selected for export.
Format	Displays the current format configured by the payer.
Provider ID	Use this drop down to filter invoices by the provider id number.
FileName	Displays the file name as configured by the payer.
Date From	Select this check box to filter invoices beginning with this date.
Date To	Select this check box to filter invoices ending with this date.
Show Only Billable Items	Select this check box to filter for only items that can be billed. This includes invoices in Resubmit status.
Send As Test	Select this check box to produce a downloadable test file for review. When selected, the export file does not mark the invoice as Bill Sent and adds a ‘T” to the export history for claim file.

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