How do I submit an insurance claim?

Here's how you can submit claims in Luminello.

This article assumes that you have already signed up for the insurance claim submissions feature. If you haven't, click here to learn more and sign up. 

Note: The patients'/clients' insurance details must be captured and saved in the charts' "Demographic Info" section. You will receive an error message when trying to submit a claim for a patient/client that is missing this information.

1. You can use the ''Shortcuts'' menu by selecting the chart and clicking on ''View billing'' from the ''Go to'' dropdown. 

Or...

1. Go to the chart's "Billing" section, and toggle to "All Transactions." 

2. Click on the drop-down next to the transaction you want to submit, and click on "Submit Claim."

3. A form will populate where you can fill out/confirm the insurance claim information.

4. Click on "Submit claim" at the bottom of the form to submit the claim.

5. If the patient/client has a secondary health benefit plan, ensure to select "Yes" under item ''11d'' in of the claim form, and fill out/confirm the patient's/client's secondary insurance information below.