Page Comparison

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The following table describes the statuses in which an invoice can be placed.

Status	Description
Pending Approval	‘Pending Approval’ represents the initial status for all invoices; as soon as the invoice is created, an Approver needs to take action on the invoice. 'Pending Approval’ is also applied if the Approver deemed the invoice in need of corrections, and the Provider has since completed those corrections.
Pending Payment	‘Pending Payment’ represents the status immediately following the approval of an invoice; after the invoice is approved, the only decision left is to pay or not to pay.
Corrections Required	If an Approver identifies an issue with the services on a invoice (e.g., dates or amounts are incorrect, the wrong file was mistakenly attached to the invoice, etc.), then the Approver will set the invoice’s status to ‘Corrections Required’. This will signal to the Provider that they correct the identified issue(s) before approval and/or payment can be completed.
Invoice History	An invoice obtains an ‘Invoice History’ status as soon as a payment decision has been made. If Falling Colors is not responsible for paying the invoice, then there will be no further movement once the invoice becomes historical - it will be either be ‘Paid’ or ‘Denied’. If Falling Colors is the payor, however, the historical invoice will obtain two sub-statuses ('Processed' and ‘Paid’) before movement ceases.

Sometimes, the (distinct) statuses ‘Pending Approval’ and ‘Pending Payment’ are used in conjunction with another and simply referred to as ‘All Pending’ or just ‘Pending’.

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E.g., the “Awaiting Action” sub-status can be obtained if the invoice is in Pending Approval, Pending Payment or Corrections Required statuses; however, the “In Review” sub-status can only be obtanied if the invoiec is in Pending Approval or Pending Payment statuses.

Sub-status	Status(es)	Description
Awaiting Action	Pending Approval	‘Awaiting Action’ sub-status is applied when the invoice requires approval from a BHSD user, payment from the Payor, or corrections from the Provider. Note: when the system creates an invoice, the ‘Awaiting Action’ sub-status is applied.
	Pending Payment
	Corrections Required
In Review	Pending Approval	‘In Review’ sub-status can be applied by an Approver or Payor if the invoice is under review. This status is not required; an Approver or Payor can review the invoice without applying the ‘In Review’ sub-status. The sub-status is merely informative and can help improve communication between stakeholders.
In Review	Pending Payment
Administrative Hold	Pending Approval	‘Administrative Hold’ sub-status can be applied by an Approver or Payor if they need to ‘stop’ movement of an invoice. This might occur if outside factors (i.e., external to the application) require the invoice to be placed on hold. This status is not required; an Approver or Payor can simply not take action on the invoice / leave the invoice as is. The sub-status is merely informative and can help improve communication between stakeholders.
Administrative Hold	Pending Payment
In Process	Pending Payment	The ‘In Process’ sub-status is only available if Falling Colors is the payor. Invoices will not be approved; instead, they will be moved to ‘In Process’.
Processed	Invoice History	The ‘Processed’ sub-status is only available if Falling Colors is the payor. A two-step payment process is required in this case; moving the invoice to ‘Processed’ is the first step. An invoice with a ‘Processed’ sub-status is still considered historical (i.e., it has an ‘Invoice History’ status). Processed invoices will move to ‘Paid’ before movement ceases.
Paid	Invoice History	When an invoice is paid, it obtains the ‘Paid’ sub-status. At this point, providers will have received their money, and no further action can be taken on the invoice / movement will cease.
Denied	Invoice History	If an invoice is denied, the provider will not receive money for those services. No further action can be taken on the invoice / movement will cease.

The final table describes the actions which update an invoice’s status and/or sub-status, creating movement. These actions are made available to Approvers, Payors and Providers in the ‘Action’ drop-down list on the Invoice Details page (with the exception of System-performed actions and the ‘Submit for payment’ action). Actions are limited to the corresponding group to which the user taking the action belongs.

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After an action is taken on an invoice, it will be displayed in the ‘Last Action Taken’ column on the Invoice List with a matching icon.

User Group

Action

Invoice Moves To…

Status (Sub-status)

System

Invoice Generated

Image Removed

Pending Approval (Awaiting Action)
System	Process Payment Only available if Falling Colors is responsible for invoice payment	Invoice History (Paid)
Provider	Corrections completed	Pending Approval (Awaiting Action) If Approver was the previous actor Pending Payment (Awaiting Action) If Payor was the previous actor
Approver	Approved by the lead agency	Pending Payment (Awaiting Action)
Approver	Denied by the lead agency	Invoice History (Denied)
Payor	Payment authorized by the payor	Invoice History (Paid)
Payor	Denied by the payor	Invoice History (Denied)
Payor	First level payment approval completed Only available if Falling Colors is responsible for invoice payment	Pending Payment (In Process)
Payor	Submit for Payment Only available if Falling Colors is responsible for invoice payment	Invoice History (Processed)
Approver or Payor	Provider corrections required	Corrections Required (Awaiting Action)
Approver or Payor	In review	Pending Approval (In Review) If action is taken by the Approver Pending Payment (In Review) If action is taken by the Payor
Approver or Payor	Placed on administrative hold	Pending Approval (Administrative Hold) If action is taken by the Approver Pending Payment (Administrative Hold) If action is taken by the Payor

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