Editing & Resubmitting Denied Claims
To edit a denied claim select Actions ➡️ Resubmit Claim.
Then, select Yes on the confirmation pop-up.
Now, your claim will move to the Pending Claims tab where you can select the date of service to edit any appointment details.
Once you have made all of the necessary changes, you will select Actions ➡️ File Claim. Now, you claim can be found under Processing Claims.
Related Articles
Claims Center Walkthrough
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 ...
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.
Adding/Editing CPT Codes
STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review the default codes (picture below) to see which ones need to be adjusted and/or added for your practice. STEP 3: You can edit the current codes to have ...
Adding / Editing Admin Notes within an Appointment
Quickly add and view administrative notes within your client appointments to provide more context or to include important reminders. Step 1: Create an appointment on the calendar and select add under Admin Notes:. Step 2: A rich text field will ...
Bulk-Editing Client List
You can utilize our Bulk Options feature to quickly make changes to several of your clients in one place or to convert a client profile to a contact card for another client. Step 1: Navigate to the Clients tab. Step 2: Click on the Bulk Options ...