Therabill Support Specialist
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Box 3 - Patient's Birth Date, Sex
What is it? Box 3 is where the patient's 8-digit birthdate is entered (MMDDYYYY). One box should also be checked for a patient's sex. In Application: Note: To make this change permanent, you must ...
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Delete or Inactivate a Client
The application has an easy way to clean up your client list after a client has been discharged and their account balance is zero; you can inactivate their chart. All client information will remain...
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Patient Confirm / Cancel Scheduled Appointments
The client portal is an add-on feature that allows you to let your patients log in to Therabill and access information about their account within your clinic. For example, the patient can see prev...
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Note Signature Code
The Note Signature code is what your providers use to digitally finalize/cosign their notes. When your Admin account was created, a code was generated at random for you. Additionally, when a therap...
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CPT Code Swap
This feature will allow you to change CPT codes in bulk. This can be useful if you have several sessions with incorrect or old codes. Navigation Navigate to Admin > Defaults/Settings > Billing. At ...
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COB Batch Ins - Payment Entry
The COB Batch Insurance screen allows you to manually post insurance payments (EOBs) and easily continue the process to submit claims to additional payers. We recommend posting all manually entered...
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Using an iPad
Therabill runs completely through a web browser, allowing it to be accessed using an iPad. iPads have different hardware and software from a normal desktop computer, which changes the way that you ...
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Reset Client Portal Login
To remove or reset the portal login: Navigate to Clients > Client List. Locate the desired client and select the icon. From the menu, choose Client Log In. Client With Unfinished Account If the ...
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Tertiary Insurance
Clinics that are integrated with the WebPT EMR have no option to add a tertiary insurance directly into the EMR. However, tertiary insurances can be added to Therabill. Steps will need to be taken ...
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Healthcheck: Insurance Accounts Receivable
The Therabill Account Health/Healthcheck series is designed to help you get the most out of Therabill by staying on top of crucial workflows. What? Stay on top of your unpaid claims by review...