How do I submit an insurance claim?

Did you know that patients/ clients can enter their insurance information in the portal? Once they've done that, or if you entered the patient's/client's insurance information yourself, submitting an insurance claim takes just a few clicks. 

Read on to learn how or watch a webinar about the insurance and billing basics here: 

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: Patient's insurance details must be captured and saved in their charts under "Profile>Demographic Info", under the Insurance Info subheader. If this is not done, you will receive this error message when trying to submit a claim:

1. Go to the patients' chart and click "Billing>All Transactions".

2. Click on the drop-down menu to the right of the billing transaction and select "Submit Claim".3. Fill out the form with all the required information. Note: In cases where the Insured person is different from the patient/client, you will need to fill out this form with the insured person's information. Click here to learn more. 4. If the patient has a secondary health benefit plan, ensure that item ''11d'' is completed. Click "Yes" to reveal the form that needs to be filled out.5. Validate the form with all the required information. Then click on ''Submit Claim''. 6. You'll see confirmation that the claim has been submitted when you return to the transactions screen.

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

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