Paper / Manual Insurance Billing Report
Commonly used to generate manual billing documentation and invoices for cash prescriptions, patients, and Third‑Party (TP) plans that do not accept electronic claim submissions, enabling pharmacies to submit prescription billing details directly for reimbursement.
Paper / Manual Insurance Billing Report
The Billing / Paper / Manual Insurance Billing Report is used to support manual insurance billing and reimbursement workflows for prescriptions that cannot be submitted through regular electronic claim transmission methods. This report is primarily used for TP (Third Party) plans that are contracted not to receive claims electronically, requiring pharmacies to submit billing information directly to the plan in order to receive reimbursement.
To access the Paper / Manual Billing Report screen, click on Billing 1. Insurance Billing Report.
Paper / Manual Insurance Filters
The Insurance Billing Report settings allow you to control how the report is generated and displayed.
Generate report using:
Date Range (From and To dates)
Filter by: Insurance Plan, Single Patient, Multiple Patients, or LTC Facility File.
Display options: Family Name, Group #, Cost, Dispensing Fee, Tax, Total, Copay, and Balance
The report can be sorted any time by simply clicking the column name above the records you'd like to sort by.
Printing
To print the report, select Print All Reports for All, Print Report by Patient, or Print Invoices (By Patient), then click the corresponding button or press Enter when the button is highlighted.
When printing invoices, you must first enter your Federal Tax ID Number in BestRx Pharmacy Setup. To print the report by patient only, select Print by Patient.
To export the report, click Export Data or press Enter when the Export Data button is highlighted. Note: Exporting to Excel requires a full version of Microsoft Excel or Office and does not work with Office Starter 2010 or other starter or third‑party versions; use CSV export instead if those versions are installed.
To clear all data from the screen, click Clear or press Enter when the Clear button is highlighted.