Setting appointments and insurance connects client coverage, appointment details, and clinical documentation, enabling accurate claims creation.
Completing this step ensures each visit is properly linked to insurance before you submit a claim.
In this guide, you will learn:
Confirming coverage before each visit
Coverage can change over time, so it is important to confirm eligibility before each appointment. It helps address any issues before the appointment.
Open the appointment.
Click on View.
Click Check Eligibility.
Review coverage status and benefit details.
If you need to edit, expand the billing details and provide the necessary changes (units, services, price, self-pay).
Click Save.
The appointment will be matched to an active insurance policy, and the co-payment will be automatically applied to any covered items.
Documenting diagnoses
After the appointment, ensure accurate documentation to support medical necessity, which is required for claim submission.
Open the completed appointment.
Add diagnosis code(s).
If you need to edit, expand the billing details and provide the necessary changes (units, services, price, self-pay).
Save the appointment.
Generating client co-pay invoices
If the client has a co-pay or other responsibility amount, generate an invoice directly from the appointment.
Open the appointment.
Click View to open the panel on billing details.
Select Create Invoice.
Review the co-pay amount.
Send the invoice to the client or add payment.
Insurance Guide Series
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