The unbilled charges feature helps you track services, consultations, procedures, diagnostics, or pharmacy items that have been recorded in a patient’s account but haven’t yet been invoiced. This is especially useful for identifying billing gaps and ensuring no revenue is missed before a patient visit is closed or financial reports are generated.
Below are the steps to access and use this feature efficiently:
Step 1: Log in to Apollo
Open the Apollo application and enter your username and password.
Click the Login button to access your dashboard.
Step 2: Open the Transaction File
Once on the dashboard, navigate to the top menu and click on File.
From the dropdown list, select Transaction File to access all transaction-related reports.
Step 3: Select the Unbilled Charges Option
Inside the Transaction File section, look for a dropdown menu labeled “Transaction Type” or similar.
From this list, select Transactions - Unbilled Charges.
This view is specifically designed to fetch and list all unbilled services or items.
Step 4: Enter Required Search Parameters
To proceed, you must enter both the Start Date and End Date. This time range determines which unbilled transactions will be included in your report.
Optional filters are also available:
- List Only Clinician: Select this if you want to filter the report for a specific doctor or provider.
- List Only Account Type: Use this to narrow results based on patient account type (e.g., insurance, private, etc.).
Step 5: Generate the Unbilled Charges Report
After entering the date range and applying any filters, click on the Review Report button.
The system will now display a list of transactions that are recorded but not yet included in any invoice.
The report will show detailed entries such as:
- Patient name
- Date of service
- Type of service or item
- Assigned clinician
- Status of the charge (unbilled)
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