A claim is automatically generated once an appointment is marked as "Rendered" in the List View. The claim will appear in the Process Billing tab, where it can be batched by selecting the claim(s) and clicking "Generate Batch".
After batching, the corresponding appointments will display a Red Lock icon, indicating that the claim has been billed.
Retracting the claim from the batch will return it to the Process Billing tab, where claims are initially generated after an appointment is rendered.
How to 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 batched claims 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 drop-down list (bottom left). Click the Ok button. Another list will be generated below.
- In the new list, select the session to be retracted using the checkbox. Then, click the Retract Billed Session(s) option from the list and click the Ok button.
- Once retracted, the claim(s) will be removed from the Manage Billing tab and appear in the Process Billing tab, where claims are auto-generated after an appointment is rendered.
Note: 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 the Process Billing module and unlock the appointment in List View (represented by the Turquoise color unlock icon), read this article.