How can I mark transactions that will not be submitted to insurance?

You can mark transactions you don't want to submit as claims in Luminello. Read on to learn more.

From within a patient's/client's chart: 

1.  Go into the chart's "Billing" section. Under "All Transactions," add a checkmark to the applicable transaction.  2 . Go to the "I want to..." drop-down, click on ''Insurance'' and then, ''Mark as won't submit.'' 

3. A success notification appears informing you that the transaction/s you indicated were marked accordingly. 

From the Financial section

1. From your main dashboard, click on "Financial." 

2. From the "Financial Summary" section, click on "All Trasactions." 

3. Filter your patient by typing in their name on the search bar, and add a checkmark to the applicable transaction. 

5. Go to the "I want to..." drop-down, click on ''Insurance'' and then, ''Mark as won't submit.'' 

If you have any questions, please contact us.