Reviewing Trial Invoices

Trial Invoices

Trial invoices are previewed or printed from the Billing tab after you have entered all charges for the month.  Those charges will include the automatic monthly amounts: care packages, rent, supplemental packages, and manual charges you entered

Compare your Trial Invoices with Billing Notes

A good way to check the accuracy of your Trial Invoices is to compare them with the billing notes you have saved for each resident (billing notes can be printed from the Reports tab).  Look for any inconsistencies in dates, care package levels, pro-rated amounts and unusual charges.

If you have determined that changes need to be made, you can make those corrections.  You will then need to re-create invoice lines and you can once again review your trial invoices.

Who Reviews Trial Invoices

Besides the billing/accounting manager, the nurse manager, housing director and/or administrator may also want to review the trial invoices.  Each one may have a role in entering information that effects the billing. They will most likely be able to catch some mistakes that had been made throughout the month.

Trial Invoices Preview vs. Trial Invoice Detail

The Trial Invoice Preview shows you an example of what each resident's invoice will look like.  This is a preliminary invoice that will show the resident charges along with the billing address and other account information.

The Trial Invoice Detail will give you a list of residents with their individual charges.  Several residents will appear on each page, depending on the number of charges listed.

How to Review Trial Invoices

• Click on the "View Trial Invoices" Button
• Select an available report from the list.  The two most commonly used Trial Invoice reports summarize all of the invoice data into an easy to read summary; these reports are called:
  • Payer-Trial Invoice by Community
  • Payer-Trial Invoice Detail
• If your Trial Invoices are not how you want them to turn out, you can add missing charges, change existing charges, and delete incorrect charges to correct any errors.