Updating Insurance On Claims
Do you need to update your client's Insurance information on a Claim?
Has it already been submitted?
Read on to find out how to do this within TherapyAppointment!
To do this, from the dashboard you'd go to:
- Clients on the left menu
- Click on the client's name
- Scroll to the bottom and find the Primary Insurance section
- Click the top right pencil icon with a square around it to Edit
- Then enter an End Date for the current policy (if you need to add a new insurance policy)
- Then click
- Then click and enter the new insurance policy information
- Enter a start date for this policy.
Note: The start date must be before the first date of service you want to bill.
- Then click
- Once completed, click on the Billing tab at the top
- Click on the DOS
- Click on the Description of the CPT Code (highlighted below):
- Scroll down to the primary insurance under Claim and Superbill Information, and choose the new insurance policy
- Then click
- Click on the Claim button on the top row of buttons
- Click the on the top right, then click , then click