How do I resubmit a session / claim to insurance
While resubmitting a claim in Therabill is relatively easy to do, it would take a pretty long article to go through the various methods for resubmitting a claim in Therabill. For that reason, in this article, we are just going to layout the general concept of resubmitting. We do have a nice video that will visually walk you through the various resubmit methods on the various payment entry forms. This article is only conceptual. For video instructions, please see: Resubmit a claim in Therabill.
Resubmitting a session / claim in Therabill is just a matter of getting the session(s) on the claim back to the bill insurance area. To do this, you are changing the status of the session. To learn more about the status of a session, please read: The session status in Therabill.
Usually, you need to resubmit a claim because you received some sort of Explanation of Benefits back from a payer and you either need to resubmit to secondary insurance or resubmit to a different insurance company (or sometimes, you just need to make some corrections and resubmit back to the original insurance company). For whatever reason you are resubmitting, you can get the sessions back to the bill insurance area (to send them out again) using the session action on the enter payment form. For detailed information about the session action, please see: The session action in Therabill (video) or The session action in Therabill (article).
The session action will have an option labeled either Resubmit or Send session to insurance invoice area. These are two different labels for the exact same action. One label (resubmit) will be used when there is not enough room for the longer version (send session to insurance invoice area). This session action is on all payment entry forms (except the client payment entry form). It can be found on the single service payment entry form, the batch insurance entry page, and on the Electronic Remittance Advice in Therabill. NOTE: You can enter a zero payment if you just need to use the session action to change the status of the session.
NOTE: Before resubmitting the claim, you will want to make any fixes to the client or session information. For example, if there is a problem with the diagnosis codes or diagnosis pointers, you will want to correct that issue first, then resubmit the corrected claim. See the following article for more information on Adding Both ICD-9 and ICD-10 Treatment Diagnosis Codes.