If the patient was originally Cash Pay and would like to switch to their insurance instead, you will need to add the insurance to the patient's chart and case.
Managing, Editing & Syncing Insurance
To manage, add and/or edit the patient's insurance, please review this article: https://stridetherapy.zendesk.com/hc/en-us/articles/25983326506899-Managing-primary-and-secondary-insurances-on-case
Once the insurance is added to the case, it is best practice to 'Bulk Sync' the insurance to the appropriate notes/claims. To 'Bulk Sync' insurance, please review this article: https://stridetherapy.zendesk.com/hc/en-us/articles/38226416887315-Sync-Insurance
Where do I find the Original Claim to bill out with the updated insurance?
All claims that are generated with 'Cash Pay' will go to the 'Do Not Bill' bucket within the Billing tab.
You can access the Do Not Bill bucket here: https://app.stridethera.com/billing/claims/do%20not%20bill
Within this bucket, you can easily find the patient by filtering down to the patients name.
To filter:
- Hover over the 'Patient' column > Click on the 3 dots
- Select 'Filter' > Enter Patient's Name
How do I move the claim from the 'Do Not Bill' bucket to the 'Billing Queue'?
Once the claims have been identified for the patient, you can mark them as 'Ready To Process.
To do so:
- Click on the 3 dots to the right of the claim > Mark As Ready to Process
The claim will now move to the 'Billing Queue' where you can process/submit the claim as normal.