Sometimes, you may want to move session or service line to a different billing area. Common instances include:
- You billed the incorrect insurance
- The client lost coverage and is now Self Pay
- You closed a service line that needs to be re-billed (For this instance, please see: Send To Insurance Invoice Area)
There are three billing areas where your charges can exist:
Bill Insurance Queue | Pending Insurance | Bill to Client | |
What's here? | Charges that are waiting to be billed to insurance. | Charges that have been invoiced to insurance and are awaiting payment | These are charges for which the client is now solely responsible. |
Status | Confirmed | Open | Closed |
How to move the charge(s)
The easiest way to move your charges from one area to another is to use the Single Session payment entry form using a Session Action.
- Navigate to Payment > Enter Payment > Single Session.
- Locate the session/service line you would like to move. You can do this using the client name and date range filters.
- Click on the
icon to open the Enter Payment screen.
- For payment Type, select Client.
- Enter the New Pmt amount as 0 on all lines you want to move.
- Select the appropriate Session Action on each service line. For more information, see: Session Action.
- Click Submit.
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