The Claims section allows clinicians to generate, submit, and track insurance claims for patients.
Top Section – Patient Details:
Patient Name, Email, Contact Number, DOB
Payment Method (Insurance or Private Pay)
If Insurance: Member ID, Payer Name, Insurance Details
Edit Patient Details allows updating basic info, address, and payment method
Bottom Section – Four Tabs:
Unbilled Services
Shows services where a note with a CPT code exists but no claim has been submitted.
Columns of table: Date of Service, Primary Service, Payer Name, Service Charges, Actions (Initiate Claim / Edit Draft / Delete)
Steps to Initiate Claim:
Click Initiate Claim for an unbilled service.
Review the Claim Overview, Insurance Details, Service Information.
Submit the claim or save as draft to complete later.
Creating a New Unbilled Service:
Click "+ Create New Service" for services outside the platform.
Select: Date, Service Type (e.g., Psychiatric Diagnostic Evaluation – Medical/Non-Medical, Psychotherapy, Evaluation & Management)
Add CPT codes and generate the unbilled service.
Submitted Claims
Shows all claims that have been submitted.
Columns of table: Claim ID, Date of Service, Primary Service, Submission Date, Payer Name, Status, Actions
Use Track Claim to monitor the status of each claim.
Superbills
Generate downloadable superbills for Out-of-Network Patients.
Columns: Statement Number, Service Status (Draft / Issued), Actions (PDF, Edit, Delete)
To create a Superbill:
Select a service.
Click "+ Create Superbill".
Fill relevant information and generate the document.
Payments
Track payments from patients and insurance.
Columns: Primary Service, Service Charges, Insurance Paid, Write-Off, Patient Paid, Status (Paid / Unpaid), Actions (Edit / Send Invoice)
