Insurance Automation Options

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.
  

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

• Related Articles

• Setting Up the Claims Center

  STEP 1: Adding providers to the Claims Center Navigate to Settings from the main menu then click Claims Center. Go to Providers & Payers tab and click on the Add Provider and/or Create Organization button(s). Add Provider - A pop-up box will then ...

• New Options for Insurance Auto-Posting

  You can now enable Auto-Update Patient Responsibility within your Practice Settings to have the system automatically adjust the amount listed as the copay for the clients’ appointments based on the patient responsibility indicated on the ERA ...

• Secondary Insurance

  Step 1: Navigate to the client’s Claim Center tab in their chart. Then, select Add Insurance Plan. Step 2: Once you have added all of the necessary insurance information, check off Secondary and then, select Add Insurance Plan. The letter 'S' will ...

• Applying Write-offs

  You can view billing by the individual client from within their client chart (Billing tab) or by selecting Billing on MBP's main page Once you have found the appointment you want to write off, you will select the Action tab ➡️ Apply Write-off From ...

• How to Ensure all Claims Generate in the Claim Center (Effective Date on Insurance Plan)

  Step 1: Navigate to the clients chart and select the claim center tab. Step 2: Select Actions->Update Insurance Plan. Then, change the plan's effective date back to the date you want claims to start generating.