When insurance companies ask for a report that breaks down their invoices by law firm and attorney,<\/strong> you can provide this report. The Insurance Billing report lists each Sold To Firm\u2019s invoices, including the invoice number, date, amount billed, balance, related order part number and date, patient name, and the case name. Each Sold To Firm\u2019s listing includes their address and phone number to help the insurance company identify them correctly.<\/p>\n The default report lists each invoice billed directly to an insurance company (or other third party) that was posted today, grouped and subtotaled by client and insurance company, one insurance company to a page (or pages if they have more posted invoices than a page\u2019s worth) with\u00a0a Grand Total page at the end of the report. The report\u2019s footer displays the searched by post date (today) above the timestamp.<\/p>\n You can generate reports for:<\/p>\n Restricting the report to a single Bill To Firm or Bill To Parent Firm will generate the dedicated report insurance companies want.<\/p>\n The report\u2019s footer displays which search criteria you used to generate the particular report with the exception of:<\/p>\n If you select two or more items in a \u00a0search criteria list, the report will display that as \u201c(multiple values selected).\u201d<\/p>\n You can search for a word or phrase in the onscreen report. MR9 will highlight all instances of your searched word\/phrase in the report and list them in a scroll box along with the page number where they occur.<\/p>\n Export the report in a variety of formats to save, share, or edit in another application, or print it.<\/p>\n TL;DR: Produce reports for insurance companies breaking down their invoices by client.\u00a0<\/strong><\/p>\n Billing Rate Groups:<\/strong> Umbrella structures that categorize your billing rates.<\/p>\n Bill To Firm:<\/strong> The firm responsible for paying the invoice for a job. This firm could be the same as the firm that scheduled the job or ordered services, but also could be a third-party firm, such as an insurance agency.<\/p>\n Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n Firm:<\/strong> Company you do business with.<\/p>\n Order:\u00a0<\/b>Usually a request for all records related to a case or to serve a subpoena for an appearance at a legal proceeding. This is different from a work order which is called a part in MR9 as it is part of an order. You can have multiple parts\/work orders for a single order\/case.<\/p>\n Parent Firm:<\/strong>\u00a0Headquarters of a multi-branch corporation.<\/p>\n Part:<\/strong> A part of an order is a separate record that is being sought that is included in the entire body of records for a case or patient. You can also think of it as the work order for that separate record.<\/p>\n Sold To Firm:<\/strong> Firm that ordered the services on the invoice.<\/p>\n","protected":false},"excerpt":{"rendered":"\n
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MR9 concepts in this lesson<\/h4>\n