When enabled, clubbing validation checks for related sessions that should be billed together. If you attempt to process a claim while a related session is still in a “Scheduled” status (i.e., not yet rendered), the system will show an alert.

Additionally, when trying to generate a batch, you'll receive an error message like: "Relevant Appointment(s) clubbed counterpart is still in the Scheduled state!". This helps avoid billing incomplete or mismatched claims, especially when multiple providers are involved.

How to activate the Clubbing Validation function:

1. Click the Settings tab in the left navigation.

2. Select the Insurance Setup option under the Billing Setup header.

3. The clubbing validation feature can be enabled for each payor individually. Select the payor and click the Edit icon.

4. Toggle on the Clubbing Validation feature under the Clubbing Settings header.

5. Once this is enabled, the system will automatically monitor for unrendered sessions that should be clubbed (Under the specific payer), helping ensure clean and accurate claim submissions.