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Billing Advanced Filter- Enhancement

How to use the newly enhanced billing advanced filter

We have recently enhanced the advanced filter option within the Billing Queue to give you more flexibility in searching for specific Invoices!

Similar to the Write-off and Close filters, the new advanced filter within the Billing Queue will allow you to sort by much more, including:

  • Date of Service

  • Created Date

  • Service Location

  • Payer information

The first thing you will notice is the change to the search filters at the top. We have simplified this to simply include: Patient Name, Invoice ID, Status, and Date of Service.

If you want to filter down even further to other Invoice detail, simply click on the filter button. The advanced filter side bar will pop up.

Select the filters you would like to search by and then hit the blue check mark to apply those filters to your Invoice Queue.

To close the advanced filter option, click the advanced filter button again to close out.

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