Clearing out claims that are not submittable
Answered
Hi, everyone,
I have some clients with outstanding balances from "insurance". I listed them as insurance clients because they are not self-pay. They are actually victim's compensation or EAP clients. There is no way to submit the claims electronically. I am paid by check in the mail. How do I clear these claims out?
I also have one client whose claim was denied. I doubt the insurance company is going to cooperate with me and I just want to write it off. How do I do this? I am starting to accumulate a pretty long list of unsubmitted claims and it's cluttering up my billing records.
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I am also faced with this dilemma and would love a solution! I have submitted these claims via the various EAP portals, have received payments, and have posted the payments in the client's billing sections as payments received. The claims are still showing up as needing to be filed with insurance! How do I clear this out?
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Hi Gillian,
I'm having the same issue as the providers above. I used your suggestion to create the claims but not submit them. While this does remove them from the Unbilled Appointments list, those claims are now stuck in the Claims list. If I delete them, they return to the Unbilled Appointments list. Any suggestions?
Thanks,
Carrie
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I'm having the issue of having unbilled appointments sitting there because I am JUST now starting my insurance billing in Simple Practice. Prior to this, I did it through the insurance co directly, how can I remove the unbilled appointments that have already been filed and paid for?
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Hello - Mine was a complete accident. I didn't realize that the client was scheduled under my telehealth practrice instead of my office. Therefore, dual claims were submitted (client had scheduled herself and put both in there). So I would like to get them off of my prepared claims/unsubmitted list as they are completely bogus claims (will never receive payment). I just don't like the fact that I will always have to see them there going forward and be careful that they are unchecked forevermore.
Suggestions?
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Hi Stacey, to delete a claim from the claims list and return those appointments to the Unbilled Appointments list, you can open the claim, then click "Delete" in the upper right-hand corner. The claim will be deleted and the appointments will return to the Unbilled Appointments list until you're ready to create and submit the claims for those sessions. To avoid any interruption in your cashflow, we do recommend submitting claims outside of SimplePractice while you wait for your enrollments to be accepted.
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Hi Dennis, I'd be happy to help. Your situation is a little different from others in this thread who submitted claims outside of SimplePractice. Instead of creating claims to clear these sessions from your Unbilled Appointments list, you can change them from Insurance to Self-Pay on the Billing tab of your client's chart.
All you need to do is visit the Billing tab of the client's chart and hover your mouse over the session fee to reveal the Edit button. Then, click Edit and flip the session from Insurance to Self-Pay, and make any needed adjustments to the session fee.
This way, the sessions will accurately be listed as Self-Pay and these sessions will no longer appear on your Unbilled Appointments list.
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Hi Gillian,
OK. I am just starting to bill through SP, prior to this someone else was doing my billing. I did not update payments in SP when received, and now have huge backlog of appointments that have been paid. I want to zero out the insurance balance and start at ground zero. Is that possible?
Thanks,
Karen
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Hi Karen, I'd be happy to help with your question. For the best possible accounting, and to ensure that SimplePractice has an accurate historical record of your payments from insurance, we do recommend going back and retroactively entering and allocating past insurance payments to sessions. There is not currently a way to clear a client's insurance balance without adding an insurance payment and allocating the insurance payment to past client sessions.
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I have the same issue as many of the above comments - past clients that appear on my "unbilled appointments" list because I was using the services of a billing agent to file claims. I marked the client as paying by insurance so that I could manually allocate insurance payments, but did not enter all of SP's required information (as I didn't need it) so that I am now unable to create a claim without submitting it (which seems to leave the possibility of accidentally submitting it later).
It would be very helpful if the "unbilled appointments" and "claims" lists had an option to hide unused claims. That would prevent SP from automatically checking it each time I go to that page to create claims (I am now transitioning to using SP to submit claims). It would also help me ensure that all claims for that week had been created and filed.
Thanks!
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Yes! I agree with Kim S. How do I hide or remove unused claims? I submit all of my UHC claims through their portal and not through SP. I then go in and manually add the insurance payment and allocate it to the client's account but now I have a long list of Prepared claims that are never sent out. When i allocate the payments to the account it does not mark the prepared claims as Paid.
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Hi Katina, these claims should update to Paid as soon as payments have been allocated to the claimed sessions. Are you calculating the write-off for these sessions as well? As long as you've entered a payment and calculated the write-off for the sessions on the claims, these claims should update from Prepared to Paid.
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I agreed that it would helpful to move these Prepared claims that will never be submitted to a Manual status or something. I like to review the list of Prepared claims to be sure everything that's supposed to be submitted has been submitted. "Prepared" status infers that it will be submitted, when, in reality the claims discussed here will not ever be submitted through Simple Practice.
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I hope in the future there is an option to delete "unbilled appointments" without having to do all of the background work. I am also just starting to use SP's insurance processing, but have been filing outside of SP for years. Thanks for all of the help to walk through the process though.
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I also would like a clean slate on insurance payments that were done directly through my group practice and not through Simple Practice. For a while it appeared that the actual question was not being directly addressed, glossed over where it is clear people want to be able to clear it out cause it is overwhelming and timely. If it were that simple to put in all insurance payments at the time they came in from somewhere, I am sure it would be done. There should be a fix to clear out and begin from a fresh slate instead of it building up and messing up current accounting
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Mia made the point exactly! I have been using the services of a billing agent for two years and have just transitioned over to billing through Simple Practice. Needless to say, there are a number of claims on my list that I don't wish to submit. Many are missing information, so there is no way to clear them out as directed unless I spend many hours entering information and resolving old billing statements.
Another problem with this system - without going into details, having the old claims on the system led to me inadvertently submitting 19 old (already processed claims) for a client who recently returned. Ultimately that was my oversight for clicking the button to submit all instead of submitting claim by claim, but an easy oversight to make. I quickly cleared it up with insurance, but still had to pay for submitting those 19 unnecessary claims.
That being said, I absolutely love being able to quickly process my billing through Simple Practice! It involved a bit of a learning curve and still has some hitches, but overall I am pleased with the process.
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