View/Pay Invoices

The View/Pay Invoices page is where to review an organization's invoices from Claim.MD, update recurring payment method for paying Claim.MD, and making a one time payment. 

• Click on the View/Pay Invoices in the left-hand navigation screen.

Current Account Balance

Notice the Account Balance pane towards the top of the screen. This is the current account balance (payment due) with Claim.MD. 

Invoice History

• Notice the Invoice History pane in the middle of the screen. This is where to review past invoices. 
• Click on any of the blue links (Date, Invoice #, New Charges, etc.) to display a detailed invoice for that pay period. 

Notice a few items listed on this invoice: 

• The term "Balance Forward" refers to any outstanding balance from previous invoices. 
• For accounts with a plan that charges per transaction, the number of claims and ERA processed per transaction and their associated fees will be displayed. 
• The monthly (or annual) subscription fee will also be listed. 
• For certain plans, any additional fees based on Tax IDs will be included. 

View Payments/Charges Pending Invoice

Notice the View Payments/Charges Pending Invoice on the top right of the Invoice History pane. Clicking this will generate a separate PDF window which can be printed, annotated, downloaded, or saved for accounting purposes. 

Note that the Account Statement will display any charges that have yet to be paid and posted. 

This can include both:

• Charges on past invoices that haven't been paid/posted and 
• Current fees (not on an invoice yet) that have yet to be paid/posted. 

Show Associated Claims

At the bottom of the Invoice History page, you may see a "Show Associated Claims" link that displays claims with transactional fees. Examples of such claims include claim appeals sent through mail or fax via Claim.MD, and claims transmitted via Claim.MD (applicable only to specific plans that charge per transaction).

Show Associated Tax ID

The Show Associated Tax ID link displays the individual Tax IDs associated with an account (only displays on accounts on plans that charge by additional tax ID).

Update Recurring Payment Method

Notice the Update Recurring Payment Method link to update the recurring payment method with Claim.MD. Click on this link to update Credit Card information or Bank Account information (like Routing Number and billing address). 

Make a Payment

When the Make a Payment button is clicked, a window will display with the Current Balance Due, and an Enter Payment Amount field. A one time payment can be made if there is an outstanding balance that needs to be paid immediately. 

1. Enter the payment amount
2. Click the Select Payment Method
3. Select your payment method (credit card or bank account). Review the information for accuracy
4. Click Pay button

How to discontinue a credit card and opt for ACH instead

1. Have an admin submit an official request to switch to ACH payments by opening an Claim.MD Invoices ticket in our secure ticketing system. This ensures the request is properly documented and helps us verify the identity of the requesting party.
   
2. Once we receive the request, Support will delete the current credit card information on file.
3. After the credit card is removed, account access will be temporarily suspended.
4.  Your account will be locked out once the payment source is removed. When you log in, you’ll see a pop-up box prompting you to add a new payment method. You won’t be able to access any other part of your account until you’ve entered and saved your ACH information.
5. To avoid further disruption, select the Bank Account option and enter your ACH details.