How to get your itemized invoice from MyClevelandClinic (Cleveland Clinic)
This guide explains how to download your itemized medical invoice from MyClevelandClinic, the patient portal used by The Cleveland Clinic that allows you to access medical records, including billing information. Sidecar Health needs itemized medical invoices stored in these accounts to process your medical claims and apply your benefits accurately.
đź’ˇImportant tip before we get started: Don't pay your bill before downloading the invoice. Some hospital systems hide invoices after payment.
How to access your itemized invoice:
- 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 #1: "Details" tab (details will only appear here if your balance is still open)
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- 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)
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- Option #3 - "Communications" tab shows the history of any/all written communications sent to the patient including statements.
- Click “View” to open detailed statements
- Option #3 - "Communications" tab shows the history of any/all written communications sent to the patient including 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)
Additional Information:
- More information on how The Cleveland Clinic works with Sidecar Health.
- Learn what an itemized medical invoice should include.
- Need help getting an invoice from MyChart but not a patient of The Cleveland Clinic? See full list of MyChart provider guides.