Reopening, copying & correcting bills
Step 1 — Reopen a closed bill with Open Bill
When a bill is closed — whether you closed it or an auto-close rule did — the closed-state banner explains why and offers a reopen. Click Open Bill (a rotate icon) in the action bar (it also appears on the bill's taskbar). It returns the bill to the active payment cycle, restoring its true pre-close status and any balance that was written off when it closed — the button's tooltip shows exactly how much balance comes back. Use it when a payer's later remittance or a new dispute means a closed bill needs working again.
Step 2 — Copy a bill for a follow-up
Click Copy to open the Copy Bill confirmation. It creates a fresh Incomplete draft that keeps the patient, injury, provider, procedures, and Box 19 from the source — but starts with no payment, no history, and no sent state. This is the fast path for a follow-up date of service (e.g. an ML202 re-evaluation on the same claim): you reuse the legal spine and only re-key what's new.
Step 3 — Decide whether to carry documents (Copy documents)
The Copy Bill dialog has a Copy documents checkbox. Leave it off (the default) and the new draft starts with no documents. Tick it and the source bill's supporting documents are cloned onto the new draft with fresh ids — handy when the same report backs the follow-up bill. The dialog tells you how many documents will be carried over; it's disabled when the bill has none. Confirm with Copy to new draft and Mindbill drops you onto the new bill.
Step 4 — Accept an underpayment and close
When a processed or denied bill came back paid below the fee schedule and you've decided not to pursue the difference, click Accept & Close (a scissors icon). The dialog states the exact residual that will be written off to $0 and that the bill will close and leave the active payment cycle. Pick a write-off reason from your configured list and add an optional note. Use this only when you're NOT filing a Second Review or IBR — it's the deliberate decision to take the lesser payment as final, recorded on the bill's history.
Sometimes a closed bill needs to come back to life, a sent bill needs a follow-up clone, or an underpayment is simply not worth chasing. Mindbill gives you three precise tools on the bill detail page — Open Bill (reopen a closed bill), Copy (clone for a follow-up, with the option to carry documents), and Accept & Close (write off the residual and close) — so a correction is one deliberate action instead of a workaround. Each is recorded on the bill's history, keeping the audit trail intact.