An itemized bill provides detailed descriptions that help patients confirm their account has been paid off and ensures they don’t have any remaining balance.
Itemized Bills cannot be sent for Spectrum test. Please transfer these cases to the Spectrum queue to address the patient’s questions.
An itemized bill may be sent if the following conditions are met:
The account is fully paid – on the patient’s side –, and the payment or zero balance (ZBAL) is reflected in the AMD history tab.
If the patient didn’t need to make a payment, the account must be marked as written off in AMD’s history.
Additional Notes:
Itemized bills cannot be sent directly to the insurance. If an insurance representative requests one, direct them to send their request via email to [email protected].
If a patient requests an itemized bill for submission to their insurance, you may proceed with the request.
To Send an Itemized Bill:
Go to Syncro CRM. Load the case, click on “Escalate Case,” and select the appropriate option.
The itemized bill can be sent via email or physical mail. Document the patient’s chosen option in your notes.
For CSS only please forward all physical mail requests to @keyword escalations.
If the case status is “Closed to Prepay” in Natera Care:
Confirm with the patient when they made the payment. If it has been more than 48 hours, you may send the itemized bill by selecting the “PTP” option in Syncro CRM’s escalation menu. Note that the “Escalate Case” button will still function even if the case is closed.
Itemized Bill or Itemized Statement before making a payment
Direct them to the “Patient Payment Portal” at payment.natera.com, where they can download the statement or bill as needed.
Last update by: Nina O (Dec 9, 2024)