FirstAlign Laboratory ERP – Report Publishing and Invoicing Management

FirstAlign introduces an Invoice and Payment Management Module:

The newly-announced FirstAlign Laboratory ERP package includes powerful invoice and payment management functionalities all in a consolidated and convenient solution offering.

The FirstAlign Invoice and Payment Management include:

 

Invoice Orders
  • View customer register, viewing all orders, invoices and payments for that particular customer. View alerts statuses and pending transactions for clear and concise view of outstanding accounts.
  • View multiple customers and groups of customers into like search terms.
  • View Test Orders as follows:
    • Orders Complete
    • Orders Hold
    • Orders Failed
    • Orders Open
    • Orders Close
    • Orders Pending
    • Orders Without invoices
  • Closed invoices can no longer be edited.
  • Invoice IDs are generated automatically based on user-defined formats.
  • The invoicing component pulls a specimen, patient, and other information that has already been placed within into the system.
  • When you go to fulfill/ invoice your test orders, you can filter the list to see only test orders that are due to be invoiced by a certain date.
Product Price List
  • Build Price Lists – Pricing can be set up in a test group that can be related to Provider Billing Codes.
  • Add prices for each billing-group, as well for each product test service for plate and tube.
Payment Management
  • Payment Method
    • Cash
    • Check
    • Insurance (for medical)
    • Date Bill was sent to the Insurance Company.
    • Medicare (Electronic upload, meaning the system needs to create a .cvs export which can be uploaded through the Medicare web interface).
    • Bills need to be tags in the following way;
    • Customer wants to make payments.
  • Administration staff need the option to make charges, adjustments, print receipts, accounts receivable balancees, flag denials, and days customer are outstanding based upon days, months, or year.
  • Payment Status with status for insurance company is reviewing.
  • Medicare – Automatic claims resubmission to insurance companies where the system creates a list of all claims that have not been paid.