Insurance Reports
You may view reports for your electronic claims by clicking on the Insurance link in the left-hand navigation.
Pending Claims
This view has a list of all of the sessions that have been completed but have not yet had an electronic claim created. This list may be filtered by provider and notes completion status.
Client - the client for this session
Service Date(s) - the date(s) of service
Billable Amount - the amount to be billed to insurance
Payer - the name of the payer the client is insured with
Provider(s) - the clinician(s) who provided the service
Create a claim from Pending Claims
By clicking +Add, a pending claim may be created. After clicking the button, a popup will allow you to select which dates of service to include. You will also see a notification if notes have not yet been completed for the session(s). You may also select which policy to use when submitting the claim.
Claims
The claims report will show you a list of all claims that have been created and their status. This view may be filtered by provider and/or payer.
ID - the Sessions Health claim id
Service Date(s) - the dates of service
Amount - the amount billed to the payer
Payer - the client's insurance company
Submitted Date - the date the claim was submitted to the clearinghouse
Accepted Date - the date the payer accepted the claim from the clearinghouse
Payments
The payments view will show all of the remittance ERA information received from payers. When remittance information covers multiple claims, all of the claims will be linked under Related Claims.
Date - date the remittance was received
Payer - the company who made the payment
Payment Date - the date the payment was sent
EFT/Check # - the identifier used by the payer for the payment
Amount - the amount of the payment
Related Claims - all claims associated with the payment
View - a link to view the payment details
Manually enter payments that span multiple claims
From the Insurance > Payments screen you may enter payment information that spans multiple claims. Click the +Add button in the upper-right corner to manually enter this type of insurance payment.
From the New Insurance Payment modal, select the Payer from the dropdown and the Service Date Start / End that the payment covers.
Choose which clients & services are included in the payment by clicking the checkbox next to the relevant options. Then, enter the Client Owes and Insurance Paid amount and click the calculator to render the Write-Off. If you are unable to save the manual payment, it's likely because an amount must be entered in every box, even if it is $0.
Finally, you may enter the Payment Date and Payment Number and click Save to save the payment information.
