invoices quick reference guide-update - mayo clinic€¦ · from your email inbox, open the invoice...
TRANSCRIPT
1/24/2012 1
InvoicesQuickReferenceGuide
1. From your email inbox, open the Invoice available for download email from Mayo Medical
Laboratories (Figure 1).
2. Click the link in your email to access your invoice portal (Figure 2).
3. Sign into Mayo Medical Laboratories (Figure 3). The Client Invoices Portal appears.
Figure 1. Invoice email notification for a new invoice available to download.
Figure 2. Email link for access to the invoices portal.
Figure 3. Sign in to Mayo Medical Laboratories.
1/24/2012 2
4. Choose the date range for the invoice you would like to view (Figure 4).
Note: The date range defaults to the past 180 days.
5. Click the Display Invoices button. All invoices in your selected date range are displayed with the
account number, invoice date, original amount and amount due listed.
6. Click the View Document link to view your invoice (Figure 5). Once a document has been
downloaded, it is available for viewing for 24 hours. After that time has passed, the document
becomes archived in your profile, and you will need to request to download the document
again. For instructions on retrieving a previously downloaded document, see the section
Requesting a Previously Downloaded Document.
Figure 4. The Client Invoice Portal.
Figure 5. The View Document link.
1/24/2012 3
Requesting a Previously Downloaded Document After viewing a document, it is no longer stored within your portal. You can view any document again by
doing the following:
1. From your Client Invoice Portal, click the Request Document link (Figure 6). A confirmation
window appears at the top of the screen, notifying you that the status of this document has
changed to Queued (Figure 7). When the requested document is ready for you to view, you
will receive an email notification.
Figure 6. The Request Document link.
Figure 7. Status change on the requested document.
1/24/2012 4
2. Open the Invoice available for download email from Mayo Medical Laboratories (Figure 8).
3. Click the link in your email to access your invoice portal (Figure 9).
4. IMPORTANT: Choose the date range for the invoice you requested (Figure 10).
Note: The date range defaults to the past 180 days.
Figure 8. Email notification for requested document.
Figure 9. Click the link to access your invoice portal.
Figure 10. The Client Invoice Portal.
1/24/2012 5
5. Click the View Document link to view your retrieved invoice (Figure 11).
Figure 11. Click the link to view your requested document.