A payment by schedule invoice is used when healthcare customers are using auto-generated service receipts.
Typically, invoices are generated on a monthly basis:
A month in advance - if invoices are generated at the end of January, it would capture all receipts raised for the month of March.
A month in arrears - if the invoice is generated on the 1st march, it would captures all receipts raised within January.
Invoice generation, review and approval process
The support team will email you on the day that the invoice is generated, the 1st of each month, providing you with the invoice number and letting you know that the invoice is now pending your review.
When reviewing this invoice, if amendments need to be made to the receipts or care packages, all amendments must be completed via a change order.
Once you are happy with the receipts, you will need to speak to an agent on our Digital Assist who can look into this for you. You will need to inform them that either the invoice is approved or ask for the invoice to be amended, to capture any changes made to receipts or packages, or to remove certain service receipts from the invoice.
The support team will then update the invoice and complete the final approval as a priority. Cases will be resolved within 24 hrs.
⚠️Important: Once the invoice has been approved, it cannot be unapproved, so it is important this step isn’t completed by the support team, unless you are 100% confident that the receipts and invoices are accurate.