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  • Ayelette

    Hi Jennifer,

    I see that my colleague Maddy was able to provide some information here.

    I also wanted to share the following for everyone's information:

    • A claim can remain in the Prepared state in your account indefinitely and it will not affect anything else in your account.
    • If a client has an appointment that you will not be billing to insurance and you do not wish to charge the client for that appointment, I recommend updating the Appointment's Type to Self-Pay and updating the session Fee to $0. You can learn about making these appointment level billing changes in this Help Center resource: Appointment level billing changes.
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