Improve eBilling Accuracy
Due to the extensive range of Uniform Task-Based Management System (UTBMS) codes and the preferences of many audit houses/processors that permit only specific codes, the risk of incorrect code usage is elevated. This increases the likelihood of nonconforming bills being rejected.
When law firm staff create time entries, they might be unaware of unique requirements for the firm’s various eBilling clients.
Here are three options to help minimize such errors:
Method 1: Deactivate Specific Expense Codes
To deactivate specific expense codes, follow these steps:
- From the left navigation panel, go to “Setup.”
- Within the Setup section, click on “List Items.”
- On the List Items screen, navigate to the “Expense” tab.
- Click on the “UTBMS” tab within the Expense screen.
- The UTBMS screen will open, displaying a toolbar beneath the tabs and a listing of codes.
- Double-click or single-click an expense, then click “Edit” from the toolbar.
- In the lower-left corner of the Edit Expense screen, uncheck the “Active” box to deactivate the code.
- Click “Save.”
Repeat steps 5 – 7 for additional codes as needed.
Ensure to deactivate only those codes you do not want to use for any client. System-provided codes cannot be deleted, but when deactivated, they will not appear as available options.
Method 2: Enable Appropriate UTBMS Codes at Firm Level
When you enable eBilling at the firm level, enable only those UTBMS codes relevant to your practice areas.
Method 3: Enable Appropriate UTBMS Codes at the Matter Level
When activating eBilling at the matter level, ensure to enable only the UTBMS codes that are pertinent to that specific matter.
Note: If a particular matter is intended to use only a restricted set of codes, utilize the “Restrict Task Codes” function to specify which codes are permissible for that matter.