Unbilled appointments showing for dates without a session

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Susan J. Leviton

• July 20, 2019 18:35

Under Billing>Insurance>Unbilled appointments, one client is showing dates when he did not have a session. Does anyone know why this happened and how to fix it? 

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  Whitney

  • July 24, 2019 23:44

  Hi Susan,
  
  I took a look into the client's account and found that the unbilled appointments refer to sessions from last year (2018).
  
  If you change the date range on your client's Client Overview page to only include appointments between  2/13/2018 - 5/24/2018, you will see the sessions that the Unbilled Appointments page are referring to.
  
  If you would like to remove these appointments from your Unbilled Appointments tab, you can simply create claims for these sessions and then Save or Download the claims. After you do this, the appointments will no longer appear at Billing > Insurance > Unbilled Appointments.
  
  If you have additional questions about this or anything else, please let me know. Have a wonderful rest of your day.
  
  Kindly,

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  Gillian

  • July 23, 2019 18:44

  Hi Susan, because this is specific to your account, I'm going to create a request for Help for our Success team on your behalf. Please keep an eye on your email for a message from our team to investigate this with you. 

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