Claim Batching

TheraPlatform (Plans Pro and Pro Plus) offers claim batching allowing one to create and submit multiple claims at once.

In addition to claim batching, we offer auto claim creation and submission. To learn how to automate claims, refer to this article. 

Important: Prior to creating/submitting claims, please set up your practice, billing and services. Please refer to this article.

Note: Claims are created off invoices and therefore each scheduled meeting should have a service selected when scheduling meeting.

There are 2 ways to batch claims on TheraPlatform: manually (the user does it) and automatically (our system does it automatically).

Here are directions on how to batch claims manually from To Do:

Step 1: Click on To Do.

Step 2: If you haven’t created invoices yet- click on To Do- Uninvoiced Sessions and Invoice.

Step 3: Invoices that have insurance on them and are still open will then move to To Do< Unprocessed Claims< Click on Unprocessed Claims.

Step 4: A list of invoices that need claims will pull< Click on either Add All Claims to create all claims or Add Selected Claims (in this case click on Select next to the invoices that you wish to create).

Step 5: The system will inform you that claims are being created. Once claims are created, you will see a message that claims and how many were created.

If any of the claims have missing information (e.g. missing progress note, CPT code, etc.), our system will detect it and you will see a message that claims need to be fixed. You can either click on fix link on the message to fix the claims or you can fix them later by clicking on to To Do- More Info Required.

If you click on either option: fix link or More Info required, you will see a list of claims that need your attention and to fix them, click on the red icon next to the claim. Once you fix the claim, e.g. add missing CPT code, you can click on submit button the claim that you just fixed or you can do that later, by clicking on To Do Draft Claims.

Note: If you have many claims, it may take a few minutes to create claims and you will be notified to return later.

Step 6: Once the claims were created and no information is missing, they will appear under To Do< Draft. Click on Draft and a list of claims that were created will pull. To submit these claims either click on Add All Claims or click on selected claims to submit.

Related Articles:

Common Insurance Rejections

How to View Claims

Automatic Claim