Billing and finance lis training
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This document provides an overview of billing and finance activities in the VISION application, including reviewing client balances, invoices, payments, and financial histories. It discusses navigating to the client financial history page from the banner or billing module to view open invoices, deposit information, and columns with payment details. Users can click invoice IDs to open invoices or payment arrows to view line item payment details for a specific invoice.
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Chris Lehnes
203-664-1535
clehnes@VersantFunding.com
Ma0043
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Chapter-1
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Chapter 2
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Billing and finance lis training
- 1. Training Module 4 Billing and Finance
- 2. Billing and Finance Module Goals Welcome to VISION/LIS Training Module 4. This module will focus on billing and finance activities in the VISION application, which span from reviewing an invoice to accepting payment for services rendered. In this module, you will explore: • Client Balance • Client Financial History • Patient Financial History • Invoices • Bulk/Batch Invoicing • Payments • Deposits • Credits • Refunds 2
- 3. Banner Balance Once a lab order has been ordered, processed, and results have been returned to VISION, then the fees for the tests ordered will populate the clients invoice and reflect on the banner. The banner will display the current balance for the selected client for the selected patient. 3
- 4. Banner Balance By clicking on the Balance in the banner, a user may navigate to Payment Financial History. 4
- 5. Client Financial History The Financial History section of VISION can display all current and historical financial interactions of a client or patient. A user may navigate to Client Financial History from the banner, as was just demonstrated, or from the Billing Module. Click Billing Module in the left navigation bar, hover the mouse over Financial History, and then click Client Financial History. 5
- 6. Client Financial History Along the top of the Client Financial History page the client name, ID number, Outstanding Balance, and Available Deposit amount is displayed. If a user wishes to view all closed invoices as well, the Include Closed Invoices check box should be clicked. 6
- 7. Client Financial History The Client Financial History Page displays all open invoices for the client, as grouped by most recent patient and in reverse chronological order. It also displays deposit information, if any, for each of the client’s patients. 7
- 8. Client Financial History The invoice list displays columns of information that includes • Invoice ID • Invoice Date • Invoice Total • Financial Charges • Invoice Outstanding Balance • Invoice Age • Client Responsibility • Client Amount Owed • Client Paid Amount • Client Outstanding Amount • Invoice Status • Actions 8
- 9. Client Financial History To select an invoice to review, simply click on the desired blue invoice ID link. The invoice will open on a new page. 9
- 10. Client Financial History To see detail about payments or deposits for a specific invoice, click the arrow icon next to the desired invoice ID. A line item will open under the invoice line and display all available payment or deposit information for that invoice. 10