Uprise New Invoice Format Overview

This feature was released for Beta users on April 27th, 2023

Invoices in Uprise are about to have a fresh, new look. We've made changes to help make invoices more readable for all users, improve financial accounting and reporting integrity, and increase the reliability of claims processing in your Uprise site.

  • Access the new invoice format by clicking "Switch to Beta Invoice"
  • The new invoice format will display

1. Improved Readability of Invoices

Invoices will look different, but most of the information that users are used to seeing will still be available on the invoice.

  • Insurance-related columns will only appear on an invoice that has Insurance payers selected.
  • Insurance-related balance totals will only appear on an invoice that has an insurance payer selected.
  • Adjustments made after posting an invoice (such as write-offs, discounts, adjustments, and transfers of responsibility) will now appear under the Pt. Adj. and/or Ins. Adj. columns in the invoice grid.
  • Payments made by insurance will be shown in the "Ins. Paid" column.
  • Payments made by the patient will be shown in the "Pt. Paid" column.
  • Patient Responsibility ("Pt. Resp.") is no longer updated when a user adds a discount. Such updates will instead be reflected in the Patient Balance ("Pt. Bal.") column.
  • Insurance Responsibility ("Ins. Resp.") is no longer updated when a user adds a discount. Such updates will instead be reflected in the Insurance Balance ("Ins. Bal.") column.
  • Users can now view a total balance for each insurance billed on the invoice.
  • Discounts/Adjustments no longer have their own columns within the inline ledger, and instead will be reflected in the totals displayed in the Patient Transaction and Insurance Transaction columns.

2. Improved Practices for Accurate Accounting and Financial Reporting Integrity

Note: Certain actions will no longer be allowed based on the status of an invoice converting from "Open" to "Posted", which may affect some of your existing workflows.

  • Users can no longer delete invoice lines on an invoice that is in "Posted" status.
  • Users can no longer remove tax from line items on a posted invoice.
  • Users can no add tax to line items on an invoice once it is posted.
  • Users can no longer edit line items on an invoice once it is posted.
  • Users can no longer edit quantities of items on a posted invoice.
  • Deleting an adjustment after posting an invoice will now be treated as a reversal, with a new "Voided Discount" entry appearing in the inline ledger to reconcile the invoice back to the original value.
  • Users can no longer update Insurance Payers on a posted invoice. Users can instead utilize the "Transfer of Responsibility" function to adjust the responsible payer party.
  • Users can no longer edit the posted date of a payment on an invoice. The posted date listed on an invoice will now be properly used to track when the payment was entered into your Uprise system. Users can view payments that were taken on a given date but posted later by running financial reports by Date of Service.

3. Improved Reliability of Invoices Related to Claims Processing

Many of the changes outlined above will hep to minimize potential information conflicts on any invoice, which will in turn help to ensure that related insurance claims are processed successfully in Uprise.

  • Users can no longer add Miscellaneous items or additional Services to a posted invoice.
  • An invoice will no longer be allowed to have more than one line item with different payment-posted dates.