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.
How to Retract Claims from the Processing Billing Tab?
The Process Billing tab is the initial step in the billing process where claims are generated for subsequent actions. Follow these steps to retract claims:
1. Navigate to the Processing Billing Tab in the Primary Billing Manager under the Billing module.
2. Use the filters to generate the claim(s) list.
3. Identify the claims you wish to retract with the help of checkboxes. Use the Select Action dropdown, choose Retract, and click Save.
Once the claims are retracted, the session locks will automatically be released, and the session can be edited.
How to Retract Claims from the Manage Billing Tab?
The Manage Claims Tab is the second step in the billing process, where claims can be sent via SFTP or the Patient Portal. To edit a session associated with claims in this tab, you must retract the claims from both the Manage Billing Tab and the Processing Billing Tab.
Follow these steps to retract claims from the Manage Billing Tab:
1. Navigate to the Manage Billing Tab under the Billing module.
2. Generate the claims using the filters. Select the desired claim(s) using the checkboxes.
3. Scroll to the bottom of the page and select Show Details from the dropdown box (bottom left). Click OK to proceed. Another list will be generated.
4. In the new list, select the claims you want to retract. Use the dropdown menu, choose Retract from Billed Session, and click OK.
After retracting from both the Manage Billing Tab and the Processing Billing Tab, the session locks will be released, allowing you to edit the session.
Note: If the claim is in the Manage Billing Tab, it must first be retracted from there before being retracted from the Processing Billing Tab to fully unlock the session.
Video Walkthrough
View the below walkthrough video to learn How to Retract/Remove Claim from Billing?