Invoice Details

Use the Invoice Details page to adjust (if needed) and approve ticket items. All items must be approved regardless of whether adjustments are made.

Columns

Ticket Field Description
Adjusted Charge The charge after any adjustment
End Time (Work End Date Time) The date the work recorded in the ticket ended
Reason

The reason for the discrepancy:

  • Invoice Item appears to have been overcharged
Rejected

Reasons for rejection (worst cases):

  • Could not find unique ticket match
  • Duplicate invoice item
  • Invalid Received Datetime
  • Invalid Total Charged
  • Invalid Work End Datetime
  • Invalid Work Start Datetime
  • Work End Time is before Ticket Received Time
  • Work Start Time is before Ticket Received Time
  • Missing OCC Ticket ID
  • Missing Ticket Type
Reviewed By Person who reviewed and approved or adjusted the item
Review Time The date and time the review, approval, or adjustment occurred
Start Time (Work Start Date Time) The date the work recorded in the ticket started
Ticket Number (Ticket ID) The identification number of the ticket (from the one call center)
Total Adjudicated The difference between the Total Charged and the Adjusted Charge
Total Charged The total amount charged for the ticket

Use the Options dropdown list to filter the invoice items. The filters show how the system applied the rates and mappings you chose when you uploaded the invoice.

  1. In the Invoice column, click the invoice name

  2. On the Invoice Details page, review the charges per ticket and choose an option to filter the items.

    • It is recommended to use the Needs Review filter (upon uploading an invoice, the Has Discrepancy and Needs Review filters show the same tickets)
    • When you adjust and approve tickets (regardless of the current filter), they are removed from Needs Review, while remaining on All, Has Discrepancy, and Rejected
    Option Description After adjustment or approval
    All Displays all invoice items, regardless of whether they have discrepancies, need review, or have been rejected or approved When you adjust and approve tickets (regardless of the current filter), they are removed from Needs Review, while remaining on All, Has Discrepancy, and Rejected
    Has Discrepancy Displays invoice items with discrepancies with ticket data (overcharges, no unique match, etc.), regardless of whether they have been reviewed and approved
    Need Review Displays invoice items with discrepancies that need review
    Rejected

    Displays invoice items that have been rejected by the system for worst case reasons:

    • Invoices that are duplicates
    • Invoices lacking a unique ticket match (ticket ID, ticket type, and received time did not match)

     

  3. Click Approve Selected Items. Result: Item is removed from Needs Review, Reviewed By and Review Time are updated. Item remains displayed by the other filters (All, Has Discrepancy, and Rejected)

 

All items must be approved regardless of whether adjustments are made.

  1. On the Adjudication Summary page, in the Invoice column, click the invoice

  2. On the Invoice Details page, adjust or approve tickets:

    1. In the Ticket Number column, click the ticket number

    2. On the Modify Invoice Item window, type the new charge for the invoice item and a reason for it:

      Field Description
      New Charge The new amount charged that replaces the amount in Total Charged
      Reason The reason for changing the Total Charged to the New Charge
      Total Charged The amount charged for the invoice item from the uploaded invoice
      Work Time The amount of time being charged for

       

    3. Click Save. Result: The item is removed from Needs Review, while remaining in the other filters

     

    1. Check the boxes of the tickets to be approved
    2. Click Approve Selected Items. Result: The tickets are removed from Needs Review, while remaining in the other filters

     

 

Use Export to download a copy of the invoice. You can also download the invoice from the Adjudication Summary.

  1. On the Invoice Details page, in the upper right corner, click Export