How to Create a New Electronic Billing (E-Billing)

Go to the left sidebar and open Entries → List.

In the dropdown menus, select the provider, then the associated client, next the type of service provided, and finally the date range during which those services were performed.
Then, click the green Submit button to load the list of entries.

Click the red E-Billing button to start creating a new Electronic Billing.

When you click the E-Billing button, a pop-up window will appear showing the E-Billing details.
Proceed to create the E-Billing by clicking the Create button.

Saving changes may take a few minutes.
If the process takes more than a minute, please refresh the page.
If the problem persists, contact technical support.

If this is your first time creating an E-Billing, you might not have all the required configurations set up.
In that case, the following error message will appear:
​"Missing Info…"

Otherwise, continue to step 6.

Click the View button (as shown in the image) to go to the configuration page.

In the E-Billing configuration window, fill out all required options according to the insurance company’s requirements for your agency.
Then, click the red SAVE button at the bottom of the page to save your changes.

Return to the Entries List page where you previously attempted to create the E-Billing.
If the required information has been completed, the E-Billing will be created successfully.

You might see a red message such as:
​"Missing info needed…"
To fix this, click the Detail button (as shown in the image) or locate the E-Billing in the E-Billings section.

In the detail view of the selected E-Billing, go to Actions.
In the dropdown menu, select "Missing Info".
A pop-up window will appear showing the missing details.

In the pop-up window, click the VIEW buttons to access the pages where you need to complete the required information.

Once all required information has been completed, go back to Actions and click the "Missing Info" button again to refresh the status.
If the button still appears, you may need to refresh the page.

You can also access the E-Billings section from the left sidebar by opening E-Billing → List.
Select the date range and click the blue E-Billings button to display the list.
Then, click the DETAIL button in the Actions column.

If there is no missing information, the Actions button will display additional options.
To download the E-Billing file, click the DOWNLOAD button.

A submenu will appear with several options.
Click EBILLING to download the file that will be uploaded to your insurance agency’s website (for example: sso.flmmis.com).

You can also download the Request file to retrieve the results of the submitted E-Billing file once it has been uploaded.