This process will review completed documentation and create the billable records if the documentation has the required number of hours.

NAVIGATION: BILLING/AR menu > Billing Preparation

  1. On the left side of the screen, select the DOCUMENTATION TO BILLING icon.
  2. In the FACILITY field, select a facility. If you leave this field blank, it will process the report for all active facilities.
  3. In the PROGRAM field, select PROMISe.
  4. Enter the begin and end date in the SERVICE DATE RANGE field.
  5. If you want to limit the report to a specific service being provided, select the service code in the SERVICE field.
  6. Place a check mark in the NOTIFY box and click the RUN PROCESS button.
  7. If you want to create an Excel file, check the EXPORT TO FILE button before you process the report.
    1. The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.

4/2021

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388