Insurance Defense Module: How to audit LEDES billing using Audit Mode.
This feature is only available on our Premier Tier.
1. Select 'Billing' from the left-hand navigation panel.
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2. Click the number for 'Fees pending invoicing'.
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3. Apply your desired filters and select 'Get answer'.
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4. Select 'Enter Audit Mode'.
NOTE: 'Audit Mode' is only available while batch billing.
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5. Review the Report Summary and potential issues.
NOTE: If there are no errors found while auditing, no results will populate.
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6. Select the '+' sign to expand potential issues.
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7. Click on the blue billing description to assign the activity and task codes. Click 'Click Save and Close'.
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8. Or, audit in bulk by selecting the '+' sign to expand potential issues. Then selecting the toggle under the blue 'Bulk Actions' button; now the 'Bulk Actions' icon is ready to use!
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b. Select 'Bulk Actions' to begin to make the necessary changes to the selection.
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C. Update the information and 'Confirm Changes'.
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9. Once you have corrected all potential issues, collapse this section by selecting the '-' sign on the left-hand side.
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10. Once you've corrected all necessary potential errors, click 'Exit Audit Mode' to return back to batch billing.
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