Updating the provider information on a new or rejected invoice is a two step process. First update the provider profile and second reload the provider information into the invoice.
Change the Provider information on an Invoice:
Use this method if you wish to change the provider’s information permanently on their provider profile (to print correctly on future invoices) and change the provider information on the invoice.
To do so follow these steps:
- Go to the ClinicAid “Admin” section in the left hand menu and click on ‘Providers’. Search for the provider, click the blue edit pencil icon to the far right of the provider profile, update the provider information, and click the blue “Update Provider” button at the bottom.
- Go to the ClinicAid “Manage Invoice” section in the left hand menu, search for the invoice, click the blue edit pencil icon to the far right of the invoice, and click on the “Reload provider information into invoice” button in the Provider Information box header near on the right side of screen (see screen shot).
Change the Provider information on multiple Invoices:
If you wish to change more than one invoice at a time you can update the provider profile, select the invoices, mass edit, and reprocess the provider.
To do so follow these steps:
- Go to the ClinicAid “Admin” section in the left hand menu and click on ‘Providers’. Search for the provider, click the blue edit pencil icon to the far right of the provider profile, update the provider information, and click the blue “Update Provider” button at the bottom.
- Go to the ClinicAid “Manage Invoice” section and select all the invoices you wish to update by clicking the box to the left of the claim to put a check mark in the box next to them.
- Click the blue “Mass Edit” button in the bottom left corner.
- Select “Re-Process Provider”, save, and send.
