Adding Services in NMSTAR

Billing Icon Definitions

User Group	Action	Invoice Moves To… Status (Sub-status)

User Group	Action	Invoice Moves To… Status (Sub-status)
System	Invoice Generated	Pending Approval (Awaiting Action)
System	Process 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	Pending Payment (In Process)
Payor	Submit for 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

The Overview Tracking tiles provide at-a-glance information on billing and items requiring action.

3. The Orange Icons indicate Action Items for that specific tracker.

Click on the teal tile below (Take Action and Pending Invoices) to review an invoice in that state.

4. QA Review grants access to the Boxing Ring, for tracking and reviewing recoupments

5. Clicking on “Programs” will return the user to the Overview Dashboard.

6. The Client tab provides access to Client Find/Registration functions.

7. Clicking on the upper right corner allows the user to update their Name, Email Address, and Password, and to Logout.

Select the Program you wish to bill for. It will be highlighted after making your selection.

2. Select the intended Fiscal Year when billing. This will default to the current Fiscal Year.

3. Select the Billable Project by clicking on the Teal Project Title to add services.

4. The Allocation header indicates the total funding allocated for the selected Fiscal Year

5. The Paid header indicates the amount of funding paid to date.

6. The Outstanding header indicates the amount billed but not yet paid.

7. The Remaining header indicates the remaining funds for the selected fiscal year.

By clicking on the Project line, the Add Services feature will appear for the selected Fiscal Year.
To add a service, click on the teal Add Service Button
Click Return to Program Summary to return to the previous page.

Specify Date of Activity: Enter date of Service Activity, or the date range for the service.
Specify Cost of Activity: Enter Cost.
Signed PDF: Upload signed Invoice.
Excel Workbook: Upload workbook.
Supporting Documentation: Check Yes if supporting documentation is required.
Supporting Files: Upload documents if required (up to 5 documents).
1. Workbooks supporting documentation allows any file type (Word, PDF, Excel, txt, etc.)
Acknowledgment: Check to acknowledge information is verified.
Click Save.

9. Successfully submitted services appear within the Service list with a unique Transaction ID.

10. To edit the existing service, click on the Teal Service Line.

11. To delete a service, click on the Trash Can Icon