A claim is auto-generated once an appointment is Rendered. The claim will be available in the Process Billing tab in the Primary Billing Manager and can be batched by selecting the claim(s) and clicking the Generate Batch option from the more option list. Once the claim(s) are batched, the respective appointments will be accompanied by a Red Lock icon (denotes Billed Claim). Retracting the claim from the batch will take it the claim to the Process Billing tab which is the first place where a claim gets generated after an appointment is rendered.
Retract the Billed Session(s) after Batching:
- The batched claims can be accessed in the Primary Billing Manager option under the Billing tab in the left navigation.
- The claims that are batch can be accessed in the Manage Billing tab. Use the filters and click the Get Claim(s) button to generate the batched claims.
- Select the claim(s) in the data table using the checkbox. Then, select the Show Detail(s) option from the list and click the Ok button.
- Select the session to be retracted using the checkbox in the details table. Then, click the Retract Billed Session(s) option from the list and click the Ok button.
- Once the session is retracted, the claim(s) will be removed from the Manage Billing tab and will appear in the Process Billing tab, which is the place where the claim(s) auto-generate when an appointment is rendered.
- The lock icon of the respective appointment will become the Yellow Lock icon denotes the In-Billing Process in the List View.
- To completely retract the claim from Process Billing module and to unlock the appointment in List View (represented by Turquoise color unlock icon), read this article.