Summary 


Enhancement Details

Enhancement Source: This is one of the 2024 Health Billing Enhancements

Enhancement Release: 7.0.0.1220

Enhancement Area: Invoice

Enhancement Programmer: Craig Ralph

Enhancement TFS Ticket: Product Backlog Item 75454: HB: Re-Merge a Split Invoice, a few touch screen fixes - Reopen


Enhancement Overview

The proposed enhancement aims to streamline the management of split health billing invoices by introducing a user-friendly "re-merge" functionality. Once an invoice is split, users will have the option to seamlessly recombine split invoices into a single entity with a simple click, enabling them to efficiently edit the merged invoice thereafter. Importantly, any orders associated with the original split invoices will maintain their connections throughout the merge and subsequent re-splits. This enhancement addresses several critical user concerns, including the inability to print invoices post-split and the challenges associated with correcting errors such as missed codes or incorrect percentages. Notably, this feature will be available exclusively for invoices that have not yet had payments applied, ensuring flexibility and accuracy in billing processes.

   


Business and Customer Details 


Customer

This enhancement is beneficial to all System Five customers with Health Billing Module in their System Five Licensing. 


Industries: Healthcare 


Business Cases


Case #1 


Problem:


The current Health Billing in System Five faces significant challenges once an invoice has been split, hindering user efficiency and accuracy. Post-split, users lack the ability to easily re-merge invoices into a single entity for editing, which complicates tasks such as correcting missed codes or adjusting incorrect percentages. Additionally, the inability to print invoices after splitting further disrupts workflow and documentation processes. 

Solution (Workflow):  


The System 5 Health Billing Module is enhanced to allow users to re-merge split invoices effortlessly with a single button click, ensuring that connections to associated orders remain intact throughout the merge and subsequent re-splits. Upon choosing to unsplit an invoice, each invoice line is un-authorized, enabling adjustments to be made as needed. Users can then re-authorize the invoice with a simple click. During the unsplit process, users are prompted to select which payee invoices should be merged back together. It's important to note that this option may not be available for invoices that are non-reversible such as paid invoices. This enhancement provides a comprehensive solution for managing health billing invoices, offering enhanced control and usability in billing management workflows. 


Assumptions: 


The customer should have a Health Billing Module in their System Five Licensing. The user is expected to have a foundational understanding of the Health Billing functionalities and processes.


Enhancement Visuals


A new option to unsplit health billing authorization has been added.  


This option will also un-authorize each invoice line so that you can make adjustments. Simply click authorize to re-authorize.

 

 

 

When you unsplit - you will be prompted as to which payee invoices to merge. If the invoice is nonreversable, this option may not be available.



Customer Care and Maintenance Transition 


Implementing the Enhancement

  1. This enhancement requires a Health Billing Module with the latest version of System Five. Contact your Account Manager for more details.
  2. Contact Support for System Five update to use this functionality.

 

Enhancement Requirements and Dependencies 


Hardware Requirements 

a. None.   Must be able to install and run 7.0.0.1220. 


System 5 Requirements and Dependencies 

  1. Health Billing Module is required. 
  2. Available in Private Release. 


3rd Party Service Dependencies  

a. None. 


Other Requirements and Dependencies 

a. None.