Billing Status Definitions

Learn what each Billing Status means.

Billing Status Definitions

While there's no real right or wrong way to use these terms and it's really up to you how you use them, here's a little breakdown of these terms as we intended them to label your billing statuses.

Invoice Created: From the Billing tab of the Patient File, an invoice was created and given to the patient, alerting them of the balance they owe the clinic.

Balance Due: A balance is owed on the account for this visit, typically by the patient.

Paid in Full: Generally used for cash/patient paid.

Settled: You didn't receive full payment by insurance and you have settled. Not paid in full.

Applied to Deductible: The funds received were applied to the patient's deductible. 

Claim Created: An insurance claim has been created in Unified Practice for this visit!

Claim Submitted: Claim was created in Unified Practice and submitted to insurance by mail or fax.

Claim Submitted to OA: Claim was submitted to Office Ally electronically using our integration available with Unified Practice Pro subscriptions.

Claim Submitted Externally: You did not create the claim in Unified Practice, but created it either by hand or another method and submitted it through an external method. Claim was never created in Unified Practice.

Claim Partial Pay: The insurance company paid for part but not all of the charges on the claim and you intend to pursue the remainder, probably by resubmitting the claim.

Claim Complete: Paid in full by insurance. You don't need to touch this claim again.

Claim Denied: Uh-oh! The claim was denied! You can modify a claim by setting the status in the Claim List back to "Created," making the necessary changes, and clicking "Save & Update Claim" on the Billing Info page for the visit