In the Archive, Double click an invoice
Double-clicking an invoice opens a new screen with complete invoice activity.
Details - here, you'll find comprehensive details, including:
Invoice details- such as Invoice Date, Invoice number, provider, participant, amount breakdown, and service line descriptions (code, type, service date, and amount). It also indicates if the invoice is for reimbursement.
Quick Navigation: Click the orange provider name on the left to go directly to the provider's profile, or click the orange participant name on the right to view their profile. You can also instantly view the participant's budget by clicking the "View Budget" button.
AI Summary - Click the dropdown button and you will see a summary of the invoice, activity and status (correspond with the Audit Log tab) including a generated poem.
Email - The original email message associated with the invoice.
Comments - A space to add comments.
Audit Log - A complete history of the invoice, including receipt date, approvals, sending date, claim date and so forth.
PDF Replacement - The "Replace PDF" function in the lower left corner allows you to upload a new PDF for the invoice.
