Troubleshooting Resolving Missing Approved Visits on Invoice

Issue:

You may notice that verified and approved visits are not appearing on their invoices.

Solution:

1. Access the billing period

• Navigate to the billing period for your specific client in the AlayaCare platform.

2. Check included visits

• Review the visits included in the invoice to confirm which visits are missing.

3. Generate missing billable items

• Go to Accounting > Billing > Billable Item Management (BIM).
• Search for the Source ID (Visit ID) using the filters in Billable Items Management (BIM). Check the status if the billable item if found. 
• Check the Error Log in Billable Items Management (BIM) to ensure there are not any errors associated with the missing visit
• Click the Generate button on the Billable Item Management (BIM) screen to create any new billable items that may be missing.

4. Regenerate the invoice

• Return to the billing period page.
• If the invoice is in Draft status, locate the option to Regenerate Invoice and click it. This may refresh the invoice with any newly generated billable items.