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

Any billing transaction that will not be submitted to insurance can be marked as such from within that patient's/client's chart or from the ''Financial>Financial Summary>All Transactions'' section, where you can see all your transactions practice-wide. Read on to learn more about both:

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

1.  Go into a patient's chart through the ''Shortcuts'' menu on the home page by selecting ''View billing'' from the ''Go to'' dropdown menu, as shown below:

2. On the ''All Transactions'' tab, select the transaction(s) that you want to mark as won't submit to insurance. 

3. From the ''I want to...''' dropdown menu on the right-hand side, select ''Insurance'' and click on ''Mark as won't submit''. 

3. The transaction(s) are marked accordingly.


From the ''Financial>Financial Summary>All Transactions'' section.

1. Click on ''Financial''. 

2. On the ''All Transactions'' tab, select the billing transaction that will not be submitted to insurance. Note: You can also search for a specific patient/client by clicking on the ''Show All'' dropdown menu and entering that patient's/client's name. 

3. Click on the ''I want to...'' dropdown menu and select ''Insurance''. Then, click on ''Mark as won't submit''. 

4. The transaction(s) are marked accordingly.

That's it! If you have any questions, please contact us

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