Claims: Out of Network Billing and Courtesy Billing

If you want to do courtesy billing, where you submit a claim on behalf of the client and have the client receive the reimbursement from the insurance payer, you may do so.

Submitting claims as an out of network provider works similar as submitting claims if you were in network.

Out of network and courtesy billing for an individual claim

If there's a specific claim you want to submit out of network, do the following:

1. Start by creating the claim from a bill, or click Edit on the pended submission in the Insurance > Pending Submission page.
2. Click Edit on the Additional Claims Information panel.
3. You may then uncheck "Accept Assignment" on the Other tab of the claim to do courtesy billing.

The claim will be submitted without the Accept Assignment designation, directing the payer to reimburse the client.

Out of network and courtesy billing for a client

If you have claims you'd like to always submit as out of network for a specific client, you may edit their insurance settings so all future claims are submitted without the Accept Assignment designation.

1. Go to a clients Billing > Settings page.
2. In the Additional Claims Information section, click Edit.
3. Uncheck "Accept Assignment", then click the Save button.

All future claims created for that client will be submitted without the Accept Assignment designation.