Creating and Updating Insurance Claims

Creating Insurance Claims

We recommend reviewing the official instruction manual and any specific requirements of your payer before submitting Claims for reimbursement.

1. To create a Claim, go to your client's Billing & Payments section
   
   
2. Select the Claims tab and click Create Claim:
   
   
   Optionally, you can select Claims from the Fast Action Button in the bottom-right corner:
   
   
3. You will be prompted to select a session (or multiple sessions) to include in your client's Claims form.
   When exported as a PDF, the claim form can handle up to 6 billing items. If you include more than 6 items, only the first 6 will be saved in the PDF.
   
   
4. Select the checkbox next to each session you'd like to include, then click the Create button at the bottom of the popup:
   
   

Create a Claim for a specific session

You can also create a Claim for a specific session by going to your client's Bookings & Packages page, then select Create Claims from the 3 dots next to your session:

Editing a Claim

If you've created a Claim for a session (or multiple sessions), we'll automatically pull in the following information:

• Your Billing Information (name, email, address, tax number, NPI number)
• Client Information (name, email address, phone number, date of birth, insurance policy)
• Procedure codes and billing units associated with services rendered
• Diagnosis codes added to any session notes created for selected sessions
• Amount paid associated with any invoices created for selected sessions

Each service/procedure requires at least one procedure code and diagnosis code. You can modify your form's services/procedures by clicking one under the Services & Procedures section:

Download PDF Claim Form

You can download your Claim to submit to your insurance payer by going to your client record's Billing & Payments > Claims page and selecting Download from the 3 dots next to the form:

Choose the Download (fillable) if you want to download a version of the form which is still open for edits. You'll be able to add/modify details of your form before submitting.

Updating Claim Submission Status

You can manage your form submission status by going to your client's Claim page, then select Update status from the More Options menu (3 dots):

Your Claim can have one of the following statuses:

• Draft
• Submitted
• Processing
• Rejected
• Paid

An optional note can be included when updating the submission status: