How do I get an itemized medical invoice from MyChart?

What is MyChart?

MyChart is a popular patient portal used by many providers – especially hospitals – that connects patients to their EMR (electronic medical records). MyChart is generally used for scheduling, price estimates, billing, reviewing test results, and more. MyChart can also be a tool to help you quickly gain access to your itemized medical invoices.

Can I use MyChart to get my itemized medical invoice?

If your provider has configured MyChart to do so, you may be able to see an itemized invoice in your MyChart without having to contact them or wait for a paper mail invoice to be delivered. Using MyChart may allow you to bypass waiting and access your benefits quicker.

What do my itemized medical invoices need to include?

The itemized bill must include the following information:

• Patient's name
• Provider’s name and National Provider Identifier (NPI) number
• Date(s) of service
• The amount charged by the provider for each service
• CPT codes for the services
• Reason for the services (including all ICD-10 diagnosis codes)

Some providers have not configured their itemized invoices in MyChart to be comprehensive enough for us to determine your benefits. You may need to speak with your provider directly or wait for a more comprehensive bill for us to be able to process your claim.

How do I get my itemized invoice from MyChart? (step by step)

TO RETRIEVE PAYMENT INVOICES:

• Log in to MyChart
• On the home page go to “Menu”

• Scroll down to the “Billing” section and click “Account Summary"

NOTE: you can review invoices (i.e., cash payment receipts) in 2 ways:

• Click on “View account detail”

NOTE: you may have more than one account listed

• Within the "View account detail" page it defaults to the "Overview tab" which provides a summary, and allows you to navigate to other tabs where you will find the itemized medical invoice(s) you need

Example with $0 balance:

Example with >$0 balance:

NOTE: you cannot click into recent payments from this screen

• Retrieve your itemized medical invoice from one of three places within the "Account details" page: 
  • Option #1: "Details" tab (details will only appear here if your balance is still open) 
    • You'll have to expand using the carrot drop-down "show more details" 

• • Option #2 - "Payments" tab shows payment history with date and amount paid by searching in four ways: (activity since last statement, YTD, Last year, or specific date range) 

• • Option #3 - "Communications" tab shows the history of any/all written communications sent to the patient including statements. 
    • Click “View” to open detailed statements

NOTE: statements include DOS, description or the service(s) and payment breakdowns

TO RETRIEVE SERVICE INVOICES:

*Tip* We recommend submitting your service invoice along with the payment invoice to ensure all required details are included to process your claim

• Log in to My Chart
• Click “Upcoming & Past Appointments”

• Click “View Notes” or “View After Visit Summary” for the individual appointment
  • Notes Tab – these notes offer a description of the diagnosis(es) and/or service(s) notated by the provider which will include, at minimum a description of the services (which can be coded by Sidecar Health) or may include the CPTs, etc.
  • After Visit Summary Tab – provides a formal summary of the service(s)

Does my provider use MyChart?

You can find a list of hospitals that use MyChart in Ohio by visiting https://www.mychart.com/LoginSignup

If you do not see your provider on this list, call your provider and ask if they use MyChart or another patient portal software.