Billing Interim Process

Billing Interim Process - Client Financial
Interest
When submitting a bill you will be asked if the client has a financial interest in the case, and if they do, has
the bill been sent out to them for review and have you allowed 21 days for the client to respond.
At the moment you will see this question before the bill has been created, there is a pending system
enhancement which will move this question to the end of the billing process. Until this enhancement is
implemented, there is an interim process for where the client does have a financial interest in the case.
This process is detailed below.
If the client does not have a
financial interest in the case you
can answer No to this question
and click Next to create your
bill.
If the client does have a
financial interest in the case
then CCMS will force a yes
answer.
The interim process is to answer
Yes to this question, even if that
is incorrect, then click Next.
You then have to give a false
answer to the subsequent
client response question and
specify a date that the claim
was sent out to the client.
(You can use any date apart
from a future date.)
This allows you to continue
creating a draft bill you can
print out and send to the client
for review.
When the required time for the
client to review the bill has
passed, you can go back into
the draft bill and return to this
question where you will be
able to give the correct
answer to the client response
question.
Billing Interim Process - Client Financial Interest – Quick Guide
Version 1.1 25/03/2015
Billing Interim Process - Client Financial
Interest
There is a pending system enhancement which will be implemented to remove this interim process and will
move this question to the end of the billing process. This will allow you to create a draft bill, print out a bill
summary for the client to review without entering any incorrect information.
Once the client has responded you will be able to go back into the draft bill and answer the client response
questions.
Billing Interim Process —Client Financial Interest – Quick Guide
Version 0.1 24/03/2015