Billing - claim submission error

If you encounter any errors when submitting a claim, verify accuracy in the following places:

Client List
1. Click "View Client List"
2. Click on clients name to expand information
3. Click blue "Edit Info" button
4. Verify that the following items are accurate:

• Name
• Referring physician name/NPI
• Full address of client
• Diagnosis
• Insurance information

​5. If any edits are made, click "Save Patient"
​
Note ​
1. Click "View Client List"
2. Click "Notes"
3. Click "View Notes"
4. Click "View" next to the note associated with the claim
5. Verify that the Place of Service, CPT code, and modifier are correct
6. If any changes need to be made, the primary therapist can click blue "Edit" button
7. Make the changes and re-sign note
8. Click "Save & Create/Update Claim"

Billing Module
1. After clicking "Electronically Submit Claim," make sure the Total cost reflects the amount designated for the CPT code.

Important thing to note

• CPT codes can be viewed and edited by clicking the blue "Edit CPT and Dx Codes" button in the bottom left-hand corder of the billing module
  

If you still experience an issue submitting a claim, please submit a support ticket. 

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