Yearly Tasks

Billing Portal

    • Receive, sort, and record incoming checks, electronic payments, and cash receipts.

    • Flag overdue accounts after 60 days of no payment.

    • Consolidate any invoices we owe (Use “invoice we owe” form)

    • Correct and send out invoices

    • Update monthly Expenses

    • Update monthly receipt documents (On-site, Collector agreements 10-99 Forms, receipts etc)

    • Update client credits

    • Handle any refund requests

    • Update any invoices

    • Dispute resolution (explain charges, correct billing errors or discrepancies.

    • Employee or TPA On-site pay