Therabill Support Specialist
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Delete an Attachment
You can delete any file that you have uploaded to your filing cabinet or to a client's chart. Warning: Deleting an attachment is permanent. There is not a way to recover the attachment once it has ...
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How to Delete a Payment or Adjustment
If you need to delete a payment or adjustment that you have entered into Therabill for any reason, there are different methods you can use. You can use the Single Session Entry page (Payments > Ent...
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Spinning Circle - Processing Credit Card Transactions
Normally, processing a credit card takes a matter of seconds. In instances where the processor is taking a long time to respond, a spinning circle window will appear. To understand what is happeni...
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Policy Dates
Policy Dates (Effective Dates in Therabill) entered into the EMR for a patient's plan do not flow over into Therabill. If you make any changes to the Policy Dates in the WebPT EMR, you must manuall...
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Remap Insurance Cards
This article reviews how to re-map your insurance cards in bulk. This applies to Standalone users and WebPT EMR Integrated users. Standalone Members To remap your clients' insurance cards without ...
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Payment Class
You can group payments together on a custom report by using a Payment Class. These classes are created and managed by your clinic. The most common use for a payment class is to track write-offs for...
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CPT Auto-Ordering with Expected Rates
Let's review how to use the CPT Auto-Ordering feature. You can watch a short video and read the article for more details. Some payers reimburse based on a code's position on a claim. The c...
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Paper Claim (CMS-1500) Overview
Form CMS-1500 is the standard paper claim form used to bill an insurance for rendered services and supplies. It provides information about the client, their corresponding insurance policy, and thei...
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567 - Facility Code Qualifier
This payer is indicating that they do not accept the Place of Service code (Facility Code) of 99. Before selecting a new place of service code, you may need to contact the payer to find out which p...
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Box 9 - Other Insured's Name
What is it? Box 9 indicates that there is another policy that may cover the patient. The insured's name is entered as Last Name, First Name, Middle Initial, separated by commas. If Box 11d is marke...