How do I remove client from unbilled b/c I already submitted and was paid

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Melinda J. Lopez

• February 15, 2021 18:58

I do not want to keep these people in "prepared" mode.  How do we remove it totally?

 

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  Charlotte Jones, M.S. ALC

  • February 21, 2021 07:12

  Good question, Im waiting to find that out as well.  I have a lot I need to remove.

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  Gillian

  • February 22, 2021 22:04

  Hi Melinda and Charlotte, to remove dates of services from the Unbilled Appointments page, create, but do not submit, claims for these dates of service. The claim status will stay as Prepared until you add payments for these dates of services, at which point the claims will update to Paid.

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  Doris Carter

  • July 04, 2021 17:38

  Hello Gillian, 

  I also have Unbilled Appointment that have been paid and I need to remove.  I followed the steps that you provided to Melinda and Charlotte on how to remove dates of services from the Unbilled Appointments page, but the claims are stilled posted in the claim status as Prepared even after the payments information was added or was already there for these dates of services.  Is there another step I have to do? 

   

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