Submit an invoice

This article shows you how to view, submit, and manage invoices for a client once an appointment is done.

TABLE OF CONTENTS

• View Unsubmitted and Submitted invoices
• Submit an invoice
• Cancel an invoice

View Unsubmitted and Submitted invoices

Navigate to the Appointments page on the portal. Using the tabs, you can view your appointments by status. 

• Unsubmitted: These appointments were completed, but do not have an invoice associated to them.
  • To do: Once an appointment has past, it will appear under To Do. Invoices must be submitted within 5 days of an appointment.
  • Voided: If an invoice is not submitted within 5 days of the appointment end time, it will move to Voided. You will not be able to submit an invoice for this appointment in the product.
• Submitted: These appointments were completed and have an invoice associated to them. 

Submit an invoice

On the Unsubmitted tab, press Submit invoice to create and submit an invoice. 

• Client details
  • Review your client's appointment and insurance details. To make a change, press Edit. You can edit the appointment date, time and length. 
• Select a visit code
  • Office visit (POS code 11): Office visit
  • Home visit (POS code 12): Home visit
  • Video visit (POS code 10): If the client was at their home for the video visit
  • Video visit (POS code 02): If the client was not at their home for the video visit
• CPT codes
  • CPT Codes: Search and select a reimbursement code.
  • Modifiers (Optional): For telehealth appointments use "GT" as a modifier for any CPT codes entered.
  • Units: Specify the number of units you would like to bill for.
  • Note: To add another CPT code, press Add CPT code.
• Specify your ICD-10 codes
  • Search and select a diagnosis code from the dropdown.
  • Note: Select the primary ICD-10 code first. To add additional ICD-10 codes, press Add additional ICD-10 code. You can add up to three additional.
    
• Once you've entered and reviewed the information added, select the checkbox at the bottom to certify that notes are complete and accurate. Press Submit to Zaya to submit your invoice. 

Cancel an invoice

If an appointment didn't happen, you can cancel the appointment from the Unsubmitted tab. Press the trash icon, and in the modal, select the reason for why the appointment didn't happen. Once you press Submit, the appointment and invoice will be cancelled. You can view this appointment in the Incomplete tab.

If you have any questions, please reach out to support@zayacare.com.