how to adjust a past session from self pay to insurance

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Barbara Fearing

• December 02, 2022 19:56

I had been waiting on a contract from an insurance provider and a new client requested to self pay until it was all set. The insurance provider sent an email today stating I have been in network since last month (my outreach calls until last week repeatedly stated in progress). I can't edit the billing page to change it to insurance to submit to payor and refund client. Is there a workaround? 

 

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  Kathleen Burke

  • December 15, 2022 13:44

  Make new appointments for the client on the same dates as the original appointments. Bill the new appointments to insurance, refund the client for the original appointments, then mark the original appointments as "cancelled".

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