Billing

Step 1- Find the Claim Reference No. through the insurance website.

Step 2- Go to Billing> Paid claims Tab> Search for the claim in question

Step 3- Click Back to Submitted button.

Step 4- In Submitted tab, locate the claim again.

Step 5- Click Status> Failed

Step 6- go back to client ledger to make the changes necessary (unapply any paid copay amounts, change appt information).

Step 7- Go back to Claims> Submitted> locate the failed claim. click Resubmit > Void Claim - Add Claim Reference No. and click submit.

Video Tutorials:

Resubmit a Paid Claim that is in the Paid/Processed Tab

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If you attempt to charge a NS/Late Cancellation Fee ($70.00) or a copay/deductible and the card is declined:

Step 1- Fill out the Billing Form

Step 2- Send the Update Credit Card form in Theranest through the Client Portal.

Step 3- Add a Billing Alert Flag in Theranest.

Step 4- Track all interactions and updates in Monday.com

Step 5- If you don’t hear back from a client within 5 days- Send another email

Step 6- If you don’t hear back from a client within 10 days, notify the provider of the billing issue.

Video Tutorials

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Video Tutorials

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