An Explanation of Invoice Statuses

Uprise uses statuses to govern invoices, much like the status for Rx Orders. With invoices there are 2 statuses: Open and Posted. 

Open Invoices:

  • Are not final
  • Do not appear on any reports
  • Do not count towards the patient’s balance
  • Do not have generated claims or applied payments

From an open invoice, you can:

  • Add or remove products (Rx Order and retail items) and services (exam fees)
  • Edit details for products and services

NOTE: You can’t edit the details for eyewear here; changes to eyewear have to be made on the Rx Order so that the lab can be made aware. 

  • Record insurance responsibility and co-pays
  • Apply insurance adjustments and patient discounts
  • Save to work on again later
  • Post the invoice

From an open invoice, you cannot:

  • Transfer balances from insurance to patient or vice versa
  • Write off balances

Remember: Any Rx Orders linked to this invoice cannot be forwarded to suppliers for fulfillment until the invoice is posted because Rx Orders that are linked to open invoices are considered Rx Order Quotes.

When you post an invoice:

  • A pop-up alerts you to set a recall
  • The charges will be recorded in the reports
  • Claims are created for any insurance charges
  • Rx Order Quotes that were linked to the invoice will be updated to Rx Orders with a status of “Ready to Order”. They can now be sent to the supplier, whereas before they could not.

Once an invoice is posted, you can:

  • Make Payments and view Payment History
  • Return or exchange products or services
  • Transfer balances from insurance to patients or vice versa
  • Write off balances

Once an invoice is posted, you cannot:

Add, edit or remove products or services directly. You'll need to process a Return / Exchange if anything needs to be changed. These changes are tracked in the reports for auditing purposes.