Although the invoice service (bill.com) is PCI compliant and very secure the email delivery is not HIPAA compliant so we are redacting the patient names from the invoices. The description shows the Upload Date, Ordering doctor, Location, 1st 2 letters of the patient last name, 1st 2 letters of patient first name, Month and Year of DOB.
You can reconcile the PDF invoices against the ARES portal in a couple of different ways.
Option 1 An ARES user with the correct security can view the invoices and export the line items to excel for reconciliation. PDF Instructions attached.
Option 2 You can get the information from the ARES report page. You just sort it by uploaded date, location, Ordering doctor, patient name and DOB and then filter your interps. You can go down the list and match them up. You can do this by right clicking on each of the titles in the menu bar. You can also export the entire grid from the ARES portal and then sort it in excel and reconcile. You can do this by right clicking on the menu bar and selecting export to excel.