Extraction of Invoices to an Excel Document with ICD10 Codes

NOTE: Please note that certain privileges will be required to effect this change.

Step 1: Log in to HMS.

Step 2: Open the left-side menu and select "Invoicing".

Step 3: From the top menu select "Customers" and a sub-menu will open up, select "Invoices" from the sub-menu.

Step 4: A new page with a list of invoices will be loaded and to filter out the specific ones required click on "Filter" and select "Add Custom Filter" from the sub-menu.

Step 5: Adjust the custom filter fields (i.e., you can filter for a specific period using the start and end dates) and then click "Apply".

Step 6: Once you have applied the custom filter, select all of the filtered invoices by placing a tick mark in the top checkbox.

Step 7: Click on "Action" at the top and select "Export" from the sub-menu.

Step 8: After clicking the "Export" button an "Export Data" pop up will be shown and the list of "Available Fields" scroll down to "Invoice Lines" and click on the chevron (on the left of Invoice Lines) to expand the selection.

Scroll down the expanded list to find "Invoice Lines/ICD10" then click on the plus symbol (on the right of Invoice Lines/ICD10) to add it to the list of fields to export.

Step 9: Once all of the required fields for export have been selected click on the "Export" button, your browser will start downloading the exported file (either .xlsx or .csv).

The ICD10 field will now be included in the exported data.