How do I dispute an invoice?

If you have been billed incorrectly, or have found an error on an upcoming invoice, you can submit adjustments or dispute the invoice altogether through the Clipboard Health web portal. You will be able to submit corrections to the charges and total hours of the shift (units), or dispute the entirety of the invoice if the worker did not attend their shift. 

Note: Disputes can only be processed by a facility administrator with the "invoice" role assigned to their account. Learn how to manage your team's user roles here.

Dispute your invoice

Watch a video tutorial here.

1. Login to the Clipboard Health web portal.
2. Click Billing on the left menu-bar
3. Go to Invoice History.
4. Locate the invoice and click on Pay now (this will redirect you to log into Bill Terms).
5. Select Raise a Dispute using Bill Terms
   
   
   
   
6. Locate the shift in question and select Reject to open your dispute options
   
   
   
   
7. Adjust your invoice's Charge and Units (shift's total hours), then select Submit Correction
8. Select Did not work if a worker did not attend your shift altogether.
   
   Tip: Prevent delays in the dispute process by including comments and supporting documents.

Dispute an upcoming invoice

If you dispute an upcoming charge before invoicing, you will not see this charge on your invoice until the dispute is resolved. Please be sure to dispute any upcoming charges by Wednesday at noon, each week for the previous week (Sunday-Saturday) in order to prevent the charges from being added to your invoice.

Watch a video tutorial here.

1. Login to the Clipboard Health web portal.
2. Click Billing on the left menu-bar
3. Go to Upcoming Charges
4. Adjust the Charge Period and locate the invoice you wish to dispute.
5. Select the Dispute option next to your invoice (this will redirect you to log into Bill Terms)
6. Select Reject to open your dispute options.
7. Locate the shift in question and select Reject to open your dispute options
   
   
   
   
8. Adjust your invoice's Charge and Units (shift's total hours), then select Submit Correction
9. Select Did not work if a worker did not attend your shift altogether.
   
   Tip: Prevent delays in the dispute process by including comments and supporting documents.

What happens next?

After submitting your dispute, one of our billing representatives will promptly review your details and approve or reject your dispute. You will be notified of the outcome directly through Bill Terms as soon as your dispute has been reviewed.

Learn how to check the status of your dispute through Bill Terms here.