Users can choose to automate many insurance processes by navigating to Settings - Account Settings - Practice Settings - Insurance.

1. Auto File Claims: when enabled claims will be submitted automatically once all necessary items are complete (note, signed, etc.) 
   

Automatically filed claims can be found under the Processing tab. Claims that are pending a note or signature can be found under the Pending tab.

1. Auto Update Patient Responsibility:
   when enabled patient responsibility (depicted by the copay amount for that specific session) is automatically updated based on the ERA.
   

   This will include co-insurance amounts, copays, and deductibles. 
2. Auto Post Insurance Payments & Denials: when enabled insurance payments & denials will post based on the ERA.
3. Auto Post Insurance Write-offs:
   when enabled write-offs will post based on one of the options below. 
   

   * must have auto post payments & denial turned on

• Remaining Balance: when enabled the full remaining balance after client & insurance payments will be written off.
  

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  Sum of ‘CO’ Adjustments: when enabled, the system will write-off a sum of the CO- adjustments.