Client appointments with insurance before ability to file with sp
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I have several client appointments that I entered as insurance pay prior to being able to file with sp. This created the invoice for the clients' copay and I filed the claims using my previous tool. Now the "unbilled appointments" for these sessions sit in my insurance list even though they have been paid. How can I remove them from the list without filing a duplicate claim?

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    Melinda

    Hey there, Marilyn. 

    I hope your Monday has been swell so far. I can understand wanting to get your insurance billing set up to perfection, so no worries, you're in the right hands. 

    If you currently have insurance-paid sessions entered into SimplePractice that have already been submitted on another claim, or outside of SimplePractice, these sessions will show as Unbilled. If you have already billed insurance for this session, you need let the system know so that it's removed from the future-generated claim. 

    The way you can "let the system know" that this session has already been billed for is by adding them to a claim form. You don't need to submit this new claim you create for these session, all you need to do is create it and Save it and Download. This way, our system will understand that this session has already been billed and will be removed from the Unbilled Sessions list, and will then not show on future CMS1500 forms. 

    The best way to create this claim is to go to each one of these client's Billing page and select the date range that will include that session. Then, create the claim from there and Save and Download it.

     

    Here is a quick read on how to create a claim to perfection: Creating and printing a CMS 1500 (HCFA) claim form

    Let me know if you have any questions about this- I'm here to help.

    Best,

    Hey there, Marilyn. 

    I hope your Monday has been swell so far. I can understand wanting to get your insurance billing set up to perfection, so no worries, you're in the right hands. 

    If you currently have insurance-paid sessions entered into SimplePractice that have already been submitted on another claim, or outside of SimplePractice, these sessions will show as Unbilled. If you have already billed insurance for this session, you need let the system know so that it's removed from the future-generated claim. 

    The way you can "let the system know" that this session has already been billed for is by adding them to a claim form. You don't need to submit this new claim you create for these session, all you need to do is create it and Save it and Download. This way, our system will understand that this session has already been billed and will be removed from the Unbilled Sessions list, and will then not show on future CMS1500 forms. 

    The best way to create this claim is to go to each one of these client's Billing page and select the date range that will include that session. Then, create the claim from there and Save and Download it.

     

    Here is a quick read on how to create a claim to perfection: Creating and printing a CMS 1500 (HCFA) claim form

    Let me know if you have any questions about this- I'm here to help.

    Best,