Video Walkthrough

View the below walkthrough video to learn How to Retract/Remove Claim from Billing?

In TherapyPM, sessions are automatically locked once claims are generated and pushed for billing. To unlock a session, you must retract the claims from the relevant billing statuses. This article explains the steps to retract claims from the Processing Billing tab and the Manage Billing tab to unlock the associated sessions. 



Step 1: Retract Claim Form Manage Billing


  1. The batched claims can be accessed in the Primary Billing Manager option under the Billing tab in the left navigation.
  2. 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.
  3. 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. 
  4. 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.
  5. Once retracted, the claim(s) will be removed from the Manage Billing tab and appear in the Process Billing tab.


Step2 Retract Claim From Process Billing

  1. The generated claims can be accessed in the Primary Billing Manager option under the Billing tab in the left navigation.
  2. Claims that are not part of a batch can be accessed in the Process Billing tab. Use the filters and click the Go button to generate the desired claims. 
  3. All the claim(s) will be generated in the data table.
  4. Select the claim(s) by using the checkbox in the data table. A new drop-down Select Action will appear in the place of other filters. Select the "Retract" option from the list and click the Save button. After clicking the Save button, the claim will be removed from the Billing module.