In the Invoices section, there is an option to undo an action.

To undo an action:

1. Navigate to the Practice module and select Invoices under the “Billing” section.
2. Select an invoice date range to search in the “Invoice Date From” fields
3. Users can also search by Service Date, Patient, or Billing Source.
4. Click Get Results
5. Select an invoice and then a bill code

6. Select the Undo drop-down and choose either:

• Undo Transfer to Patient Pay if the amount due is in Patient Due.
• Undo Transfer to Non-Insurance if the amount due is Non-Insurance.

7. Select Billing Source to bill to a different billing source, such as Bill Electronic or Bill Paper

• In the “Confirm: Change Billing Source” pop-up, update the Billing Source, Authorization and Bill Under fields in the “Details” tab

• Click the + to add Bill Codes and Minutes Used
  • Select the Bill Code / Unit drop-down
  • Enter minutes in the Minutes Used field
• Click Add and then Bill

Click here to learn more about the Invoices section.

Click here to learn how to change the status of a claim.

Click here to learn how to transfer a claim to another billing source.

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