Edit prebills overview
Learn more about Prebills
General overview
The Edit Prebills function in Juris lets you quickly make edits to a prebill’s details before printing and posting the client’s final bill. Juris has designed the editor screen to mimic the printed prebill, making prebill editing a quick and straightforward process, even for the novice user.
Juris provides an interface that allows you to easily modify a prebill on-the-fly. When Transactions in Juris are required to perform the modifications entered, these transactions are automatically generated by the system with no additional required steps. The transactions are generated when you save your changes in Edit Prebill.
Creation of adjustment batches
When edits are made to a Prebill, adjustment batches are created behind the scenes, to perform the changes as they are made in Edit Prebills. These adjustment batches are only created when a Prebill is saved. If changes are not saved, then no adjustment batches are created.
Note
When the 'Save' option is selected, you are asked if the changes should be made using ‘Bill Through Date’ or ‘Original Date’. If Bill Through Date is selected, the system enters the change using the Bill Through date that was designated in Select Prebills when that prebill was selected. If Original Date is selected, the adjustments is made using the original date of the entry. The Original Date option may require specific user rights to post in prior periods.
Billing status
Once a Prebill is printed, a certain 'status' is assigned as each billing step is finished. While some flexibility is allowed, generally a status is used to expedite the billing process. These statuses are:
- Ready to Edit - After the selection and printing of prebills using the Select Prebills option, the status of prebills is set to ‘Ready To Edit’.
- Ready to Print Bill- After editing the prebills in Edit Prebills (minimally assigning an Action Code to release the prebill for billing), the status of prebills is set to ‘Ready To Print Bill’.
- Ready to Print Revised Prebill - In Edit Prebills,you can override the ‘Ready To Print Bill’ status by changing the Print Option of the prebill to ‘Print Revised Prebill’. If selected, the status of the prebill is set to ‘Ready To Print Revised Prebill’.
- Ready to Post - After printing bills in Print Bills, the prebill status is set to ‘Ready To Post’.