Once you have been placed with a member through TPN.match, you can view referral details and submit an invoice directly through the platform. While submitting invoices via your EHR is recommended to keep you within your standard workflow, you can easily create one manually in TPN.match when needed.
Viewing Referral Details
Go to your Referral Screen to view assigned members.
Locate basic client details, including the Member Name and Member ID.
Open the Member Card to review specific billing details and requirements.
Creating and Submitting an Invoice outside of your EHR
Navigate to your Invoices.
Click New Invoice.
Select your Location.
Confirm that the client information pulls through correctly.
Add any applicable copay (e.g., $10 copay).
Click Submit.
Tracking Invoice Status
Once submitted, your dashboard will display the total Billed Amount and current invoice status.
As the invoice moves through the billing process, the status will update automatically (e.g., from Submitted to Approved).
Detailed remittance and payout information will populate in your dashboard view once payment is fully processed.