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Printing

You can expand the list and pick individual invoices for printing or else you can filter by batch and select the entire batch for printing. 

This button is ‘greyed out’ until the invoices to be printed are selected.

CMS 1500

This will download a zipped folder on your computer which will have individual PDF claim forms per patient. If there were more than one claims generated for one patient then you will see more than one page in their PDF. 

Office Ally CSV

This gives you a CSV file with all the data consolidated in the format which is accepted by office ally. You can utilize this file to upload all your claims at once in office ally instead of having to upload one claim file for each patient. 

Handling School District and Regional Center Invoices

For specialized payors like school districts and regional centers, Motivity allows users to print invoices directly from the system. These invoices are tailored to match the specific billing formats required by these institutions.

Patient Responsibility

Motivity automatically generates patient responsibility when the primary payor's payment or Explanation of Benefits (EOB) is posted. Any portion of the service that is not covered by the primary payor is either sent to the secondary payor or marked as the patient’s responsibility. This process is managed within the Collections Module, where the system tracks and handles copays, deductibles, and other out-of-pocket expenses. For more details on managing patient responsibility, please refer to the Collections Module section of this manual.

Payment Gateway Integration (Email Patient responsibility) 

Patient responsibility invoices can be generated and sent via email, with an integrated payment link through a payment gateway like Stripe. Once the payment is processed, Motivity automatically updates the system, applying the payment to the corresponding invoice and ensuring accurate reconciliation.

Printing Patient Responsibility Statement and Invoice

Choose the invoice(s) you want to print. You can print invoices individually or for multiple patients in a batch. These documents can be printed and provided to patients, giving them a clear breakdown of their responsibility, including copays, deductibles, and other charges.