Regional Center/School District Billing (WebABA Legacy)

 Permissions: User must be logged in with staff credentials. User must have access to Billing section. 

Process Regional/School Billing
Approved Regional/School Billing
Re-bill Claims

  

Process Regional/School District Billing

1. Click Billing > Non-Insurance > Process Regional/School Billing.

2. Enter date in the Up To Date (inclusive) field. Billing will be processed up to that date. The Payor(s) will populate in the Payor drop down.

   Note: If a payor does not populate in the drop down, billing is current and nothing needs to be processed.

3. Click Go.

4. Select the Payor(s).

5. Click Generate Billing. 
   
   
   
   
6. Select the Client(s).
7. Click View.
8. Select a single checkbox or Select All for multiple line items.
9. Select the appropriate action from the dropdown menu at the bottom of the page. 
   • ​Ready to Bill status - use to move bills to the next stage. The Approved Regional/School Billing tab will show all Ready to Bill bills which can then be sent to the final stage of billed. 
   • Pending for Approval status - use if unsure about the billing duration for a session and want to keep in the pending bucket. 
10. Click Save.
    
    
    
    

​Approved Regional/School Billing

1. Click the Approved Regional/School Billing tab.
2. Click Get Ready to Bill Claims.
   
   
   
   
3. Select the appropriate action. The PDF option is recommended.
   • Excel, PDF, Report Format: generates reports that can be exported in multiple formats and used to send the bills to the payors. 
4. Click Generate & Mark Processed.  
   
   
   
   
5. Select the Acrobat (PDF) file export option from the dropdown menu.
6. Click Export.
   
   

Re-bill Claims 

1. Click the Claim Management tab.
2. Filter by Client.
3. Select Client.
4. Filter by the Date Range or use the other available filter options. 
5. Click Select All.
6. Click Ok. Billing will revert back to the beginning. Click the Process Regional/School Billing tab to continue billing out the claims.
   
   

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