Healthcheck: Insurance Invoicing

The Therabill Account Health/Healthcheck series is designed to help you get the most out of Therabill while staying on top of crucial workflows.

What?

The Insurance Invoicing To Do alert is generated when a patient session is ready to be billed to the insurance.

We recommend having fewer than 10 patients with claims older than 10 days in this insurance invoicing queue at all times. 

Why?

It is critical to submit your claims to the insurance regularly to ensure that you maintain consistent cash flow. Additionally, many insurances have a timely filing window, requiring claims to be submitted within a specific window, such as within 90 days of the date of service. 

How Often?

We recommend invoicing claims Daily as shown in our workflow guide. The sooner they’re in the hands of the payer, the sooner you can get paid for your services. 

Where?

1. On your Therabill Dashboard, click on the Magnifying Glass to view the waiting sessions. This takes you to the  screen.
2. Clickto view all clients with sessions needing to be billed in insurance.
3. Next, set the Date of Service Range end date to 10 days before today. This will help you identify all patients with claims over 10 days old.
4. Next, follow these instructions to submit the claims.