How do I record that a claim was submitted by paper?
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There are a few claims that I have to file by paper while waiting for electronic filing to be approved. My question is how do I remove them from the menu of unbilled claims once it is done. Obviously when do my others electronically this is done for me automatically. Looking to have a clean cue as I know to also upload a copy of the filing into the stored documents, but an empty cue will also let me know which ones need to be still be done once my electronic filing kicks in - thx

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    Gillian

    Hi Matthew! I'd recommend creating a claim, but not submitting it, for these claims. To do this, select the claims you'd like to create but not submit from the Unbilled Appointments list, then click "Create Claims." You can download the claims for your records, or simply leave them in the Prepared state to remove them from the Unbilled Appointments list and prevent the submission of duplicate claims through SimplePractice.

    Hi Matthew! I'd recommend creating a claim, but not submitting it, for these claims. To do this, select the claims you'd like to create but not submit from the Unbilled Appointments list, then click "Create Claims." You can download the claims for your records, or simply leave them in the Prepared state to remove them from the Unbilled Appointments list and prevent the submission of duplicate claims through SimplePractice.

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    Helen Anton

    how do your create a claim that need a correction and was submitted by paper

     

    how do your create a claim that need a correction and was submitted by paper

     

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    Susan Valentine

    I had the same question.  I have clients listed on 'unbilled appointments".  I submit the invoices directly to the EAP.  Most of my EAPs are not insurance and require their own forms.  

    I had the same question.  I have clients listed on 'unbilled appointments".  I submit the invoices directly to the EAP.  Most of my EAPs are not insurance and require their own forms.  

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    Ruth

    Hi Helen and Susan - I'm happy to help.

    Helen - If you're resubmitting a corrected claim electronically, but the original claim was submitted outside of SimplePractice, you'll want to start by creating the claim as you normally would in SimplePractice. Then, you'll want to Edit the claim indicate that the claim is a Resubmission in Box 22 and add the Claim Payer ID Number to the Original Reference Number field. Here's a guide that goes into more detail on When and How to Submit a Corrected Claim

    Susan - To remove sessions from appearing in Billing > Insurance > Unbilled Appointments, create claims for them, without submitting them electronically. Leave them in the Prepared state, under Billing > Insurance > Claims, or click the Add Payment button to the top right to enter insurance payments for these EAP sessions. Here is a guide on Entering an EAP Payment

    Hi Helen and Susan - I'm happy to help.

    Helen - If you're resubmitting a corrected claim electronically, but the original claim was submitted outside of SimplePractice, you'll want to start by creating the claim as you normally would in SimplePractice. Then, you'll want to Edit the claim indicate that the claim is a Resubmission in Box 22 and add the Claim Payer ID Number to the Original Reference Number field. Here's a guide that goes into more detail on When and How to Submit a Corrected Claim

    Susan - To remove sessions from appearing in Billing > Insurance > Unbilled Appointments, create claims for them, without submitting them electronically. Leave them in the Prepared state, under Billing > Insurance > Claims, or click the Add Payment button to the top right to enter insurance payments for these EAP sessions. Here is a guide on Entering an EAP Payment

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    Jeanie Bowen

    I have created my own claim to remove them from the Unbilled Claims and after a few days, they show up again in Unbilled.  It would be great if there was a way to diferentiate and remove them from the Unbilled Claims all together.

    I have created my own claim to remove them from the Unbilled Claims and after a few days, they show up again in Unbilled.  It would be great if there was a way to diferentiate and remove them from the Unbilled Claims all together.

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    Ayelette R

    Hi Jeanie,

    This would be an issue specific to your account. We'd be happy to take a look so I’ve created a help request on your behalf so that a member of our Success team can investigate this for you further. They’ll be reaching out to you with more information over email.

    Hi Jeanie,

    This would be an issue specific to your account. We'd be happy to take a look so I’ve created a help request on your behalf so that a member of our Success team can investigate this for you further. They’ll be reaching out to you with more information over email.