Overview

We've simplified the process for sending a session back to the insurance invoice area. Previously, you would have been required to enter a $0.00 payment to move a session back to the Insurance Invoicing area. Now, you can accomplish this with a click of a button. This can be useful if you billed the wrong insurance or you need to file a corrected claim.

Send To Insurance Invoice

1. Edit the session using your preferred method.
2. Under the Session History section, select Send back to Insurance Invoice area.     
3. On the new pop-up window, select Yes to confirm. 

When can I use this button?

• At least one service line has been billed to insurance
• At least one service line is closed and has a remaining balance

When is this button not available?

• Session is canceled
• Session has a balance of $0.00
• Session has a Class defined as "Insurance Not Billable"

If this button is not available and you need to move the charges, please see: How do I move a charge from one area to another?