Users with Billing Permissions can group appointments onto a single claim.
Before You Begin
Only organizations who are using Assisted Claims with Apex Clearinghouse can group or ungroup appointments on a claim submission.
The invoice must already be created with multiple dates of service. This is a per invoice setting.
You cannot group appointments into a single claim in batch invoicing. You must go to each invoice to group into a single claim.
Group Appointments into a Single Claim
Invoice Already Created
- Navigate to the desired client's ledger.
- Under the Actions column click on the Select an Action button.
- Choose View Details from the dropdown menu.
- Mark the box, Group All Appointments into a Single Claim.
- Click the green Save button to save or the down carrot next to the green save and choose Save & Add to Claims Awaiting Submission.