How to reconcile an OPEN status Invoice

Please note this process applies if you are using our Reconciliation tool within Careview. 

If you have completed reconciliation and have some invoices with the status of OPEN please use the below options to update them to the required status where needed

How to update a single OPEN status invoice:

1. Filter on OPEN status from the Invoice entry screen

2. Locate the particular invoice you will like to update to Fully Reconciled and click Edit

3. From the Action button on the invoice entry screen select Update to Fully Reconciled 

How to bulk update OPEN status invoices

If PRODA has provided revised statuses for your recently claimed invoices please use the below steps to update this information in Careview 

1. Go to PRODA and redownload the updated Summary file

2. Go to Invoice entry > Data Loaders

3. Select Reconcile Payments

4. Upload the new file 

5. Where applicable invoices will be updated to the final status from PRODA. Please note Invoices without an OPEN status will be unaffected by this upload.

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