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            View Orders and Invoices for Completed Home Health Visits

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            View Orders and Invoices for Completed Home Health Visits

            As a clinician, use the automated billing integration to verify service details, travel costs, and inventory used during your visit. Once you mark a visit as completed, the system automatically generates an order and an invoice for the visit. To verify upcoming payments, check the billing schedule under the order details.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited editions of Health Cloud with the Home Health and the Revenue Cloud Advanced license or the Revenue Cloud Billing add-on licenses.
            User Permissions Needed
            To view orders and invoice: Manage Pricing and Billing user permission
            1. From the App Launcher, find and select Work Orders.
            2. Select the work order for your home healthcare visit.
              Note
              Note Marking the status as Completed starts the automated pricing and order generation process.
            3. From the App Launcher, find and select Order Sources.
            4. Select the order source associated with your completed work order.
            5. On the Details tab, select the order record.
            6. Review the order products to make sure all services, travel, and inventory are accurate.
            7. To verify upcoming payments, review the Billing Schedule related list.
            8. To see the invoice, click the dropdown menu on the order, and select Preview Invoice.
             
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            Salesforce Help | Article