Basic Overview

When In Progress Billing is enabled for a practice, new encounters created can have a status of In Progress instead of Unbilled. These encounters represent on-going work or care that has started, but that has not yet been completed. Therefore, they are held from the normal batch billing process that typically includes encounters in Unbilled and Rebill status. Charges and transactions can be entered on In Progress encounters. However, those charges and transactions will have a blank process date. Without a process date, those amounts are not officially included in the financials and receivables on reports for the practice.

After the work or care is completed on an In Progress encounter, the encounter goes through a process that converts it to Unbilled status. If the encounter was billed while it was In Progress, then the process converts it to Billed status. During the conversion, a process date is associated to all charges and transactions on the encounter, and those amounts become part of the financials and receivables on reports for the practice. The Unbilled encounter can then be included in the next batch billing and claims process.